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 | $53,526 | $111,724-52.1% | $93,606-42.8% | $145,922-63.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.59% | 202.98%-195.4pp | 133.20%-125.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,125 | $3,090-63.6% | $2,420-53.5% | $4,660-75.9% |
| Participant deferral / active EE | $3,052 | $4,912-37.9% | $4,411-30.8% | $6,688-54.4% |
| Admin fee / account holder | $1,610 | $10,250-84.3% | $8,285-80.6% | $13,397-88.0% |