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 8-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 | $32,920 | $100,852-67.4% | $90,404-63.6% | $158,922-79.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 4.07% | 1724.20%-1720.1pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,652 | $3,689-55.2% | $3,262-49.3% | $4,761-65.3% |
| Participant deferral / active EE | $5,766 | $4,348+32.6% | $3,963+45.5% | $5,982-3.6% |
| Admin fee / account holder | $520 | $6,501-92.0% | $5,611-90.7% | $11,246-95.4% |