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 | $23,020 | $176,056-86.9% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 57.9% | 84.9%-27.0pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 9.82% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,055 | $5,297-80.1% | $4,829-78.1% | $4,837-78.2% |
| Participant deferral / active EE | $3,034 | $7,750-60.8% | $7,352-58.7% | $6,341-52.1% |
| Admin fee / account holder | $2,784 | $12,554-77.8% | $10,799-74.2% | $12,309-77.4% |