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 | $42,692 | $49,922-14.5% | $80,569-47.0% | $75,163-43.2% |
| Participation rate | 58.1% | 55.3%+2.8pp | 67.0%-8.9pp | 67.2%-9.1pp |
| Annual return | 13.77% | 34.69%-20.9pp | 935.43%-921.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $295 | $1,698-82.6% | $2,723-89.2% | $2,670-89.0% |
| Participant deferral / active EE | $1,770 | $2,990-40.8% | $4,447-60.2% | $4,125-57.1% |
| Admin fee / account holder | $531 | $3,577-85.2% | $5,377-90.1% | $5,651-90.6% |