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 | $54,179 | $57,281-5.4% | $86,612-37.4% | $75,163-27.9% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 13.18% | 2670.75%-2657.6pp | 591.07%-577.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,608 | $2,314-30.5% | $3,022-46.8% | $2,670-39.8% |
| Participant deferral / active EE | $3,481 | $3,318+4.9% | $4,438-21.5% | $4,125-15.6% |
| Admin fee / account holder | $17,026 | $4,112+314.1% | $5,614+203.3% | $5,651+201.3% |