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 | $54,221 | $102,616-47.2% | $81,983-33.9% | $158,922-65.9% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 6.00% | 61.04%-55.0pp | 41.31%-35.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $614 | $3,240-81.1% | $2,498-75.4% | $4,761-87.1% |
| Participant deferral / active EE | $1,228 | $4,648-73.6% | $3,722-67.0% | $5,982-79.5% |
| Admin fee / account holder | $13,495 | $8,235+63.9% | $5,664+138.3% | $11,246+20.0% |