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 | $48,680 | $60,124-19.0% | $90,404-46.2% | $79,858-39.0% |
| Participation rate | 36.0% | 65.0%-29.0pp | 72.7%-36.7pp | 69.6%-33.6pp |
| Annual return | 6.10% | 71.94%-65.8pp | 1293.02%-1286.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,683 | $2,068-18.6% | $3,262-48.4% | $2,471-31.9% |
| Participant deferral / active EE | $3,554 | $2,938+21.0% | $3,963-10.3% | $3,740-5.0% |
| Admin fee / account holder | $313 | $3,976-92.1% | $5,611-94.4% | $5,306-94.1% |