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 | $42,516 | $96,635-56.0% | $86,612-50.9% | $139,434-69.5% |
| Participation rate | 47.1% | 74.4%-27.3pp | 71.7%-24.6pp | 80.3%-33.3pp |
| Annual return | 6.43% | 106.41%-100.0pp | 591.07%-584.6pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,096 | $3,263-66.4% | $3,022-63.7% | $4,751-76.9% |
| Participant deferral / active EE | $2,917 | $4,836-39.7% | $4,438-34.3% | $6,710-56.5% |
| Admin fee / account holder | $1,876 | $6,408-70.7% | $5,614-66.6% | $11,403-83.5% |