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 | $23,466 | $70,756-66.8% | $65,493-64.2% | $142,382-83.5% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 10.18% | 1754.89%-1744.7pp | 982.45%-972.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $391 | $2,881-86.4% | $2,574-84.8% | $4,299-90.9% |
| Participant deferral / active EE | $1,412 | $4,637-69.5% | $3,961-64.4% | $6,507-78.3% |
| Admin fee / account holder | $10,946 | $6,559+66.9% | $5,028+117.7% | $12,624-13.3% |