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 | $39,445 | $115,770-65.9% | $101,248-61.0% | $158,922-75.2% |
| Participation rate | 36.8% | 79.4%-42.5pp | 75.8%-39.0pp | 82.0%-45.1pp |
| Annual return | 4.79% | 56.14%-51.3pp | 46.47%-41.7pp | 302.83%-298.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,158 | $4,957-36.3% | $4,370-27.7% | $5,982-47.2% |
| Admin fee / account holder | $659 | $7,245-90.9% | $5,945-88.9% | $11,246-94.1% |