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 | $31,840 | $57,281-44.4% | $86,612-63.2% | $75,163-57.6% |
| Participation rate | 46.6% | 63.2%-16.6pp | 71.7%-25.1pp | 67.2%-20.6pp |
| Annual return | 13.21% | 2670.75%-2657.5pp | 591.07%-577.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $687 | $2,314-70.3% | $3,022-77.3% | $2,670-74.3% |
| Participant deferral / active EE | $1,746 | $3,318-47.4% | $4,438-60.7% | $4,125-57.7% |
| Admin fee / account holder | $502 | $4,112-87.8% | $5,614-91.1% | $5,651-91.1% |