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 | $43,486 | $57,281-24.1% | $86,612-49.8% | $75,163-42.1% |
| Participation rate | 35.4% | 63.2%-27.8pp | 71.7%-36.3pp | 67.2%-31.8pp |
| Annual return | 12.56% | 2670.75%-2658.2pp | 591.07%-578.5pp | 160.62%-148.1pp |
| Employer contribution / active EE | $599 | $2,314-74.1% | $3,022-80.2% | $2,670-77.5% |
| Participant deferral / active EE | $1,221 | $3,318-63.2% | $4,438-72.5% | $4,125-70.4% |
| Admin fee / account holder | $2,053 | $4,112-50.1% | $5,614-63.4% | $5,651-63.7% |