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 | $34,029 | $96,635-64.8% | $86,612-60.7% | $139,434-75.6% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 9.47% | 106.41%-96.9pp | 591.07%-581.6pp | 372.94%-363.5pp |
| Employer contribution / active EE | $392 | $3,263-88.0% | $3,022-87.0% | $4,751-91.7% |
| Participant deferral / active EE | $1,029 | $4,836-78.7% | $4,438-76.8% | $6,710-84.7% |
| Admin fee / account holder | $11,934 | $6,408+86.2% | $5,614+112.6% | $11,403+4.7% |