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 | $23,996 | $175,202-86.3% | $149,673-84.0% | $139,434-82.8% |
| Participation rate | 30.4% | 83.4%-52.9pp | 78.8%-48.3pp | 80.3%-49.9pp |
| Annual return | 8.30% | 166.71%-158.4pp | 134.42%-126.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,959 | $6,519-69.9% | $5,680-65.5% | $6,710-70.8% |
| Admin fee / account holder | $37,055 | $16,150+129.4% | $13,210+180.5% | $11,403+225.0% |