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 | $60,568 | $117,841-48.6% | $102,423-40.9% | $145,922-58.5% |
| Participation rate | 52.9% | 78.6%-25.6pp | 76.5%-23.5pp | 80.3%-27.3pp |
| Annual return | 7.76% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,697 | $3,615-53.0% | $3,023-43.9% | $4,660-63.6% |
| Participant deferral / active EE | $2,544 | $5,731-55.6% | $5,053-49.6% | $6,688-62.0% |
| Admin fee / account holder | $2,667 | $13,326-80.0% | $9,451-71.8% | $13,397-80.1% |