See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,193 | $57,281-21.1% | $86,612-47.8% | $75,163-39.9% |
| Participation rate | 27.0% | 63.2%-36.2pp | 71.7%-44.7pp | 67.2%-40.2pp |
| Annual return | 13.40% | 2670.75%-2657.3pp | 591.07%-577.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $672 | $2,314-71.0% | $3,022-77.8% | $2,670-74.8% |
| Participant deferral / active EE | $1,843 | $3,318-44.4% | $4,438-58.5% | $4,125-55.3% |
| Admin fee / account holder | $11,456 | $4,112+178.6% | $5,614+104.1% | $5,651+102.7% |