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 | $50,391 | $100,852-50.0% | $90,404-44.3% | $158,922-68.3% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 3.93% | 1724.20%-1720.3pp | 1293.02%-1289.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,154 | $3,689-41.6% | $3,262-34.0% | $4,761-54.8% |
| Participant deferral / active EE | $4,710 | $4,348+8.3% | $3,963+18.8% | $5,982-21.3% |
| Admin fee / account holder | $2,432 | $6,501-62.6% | $5,611-56.7% | $11,246-78.4% |