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 | $52,955 | $99,020-46.5% | $86,590-38.8% | $147,584-64.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 1.45% | 1312.34%-1310.9pp | 964.84%-963.4pp | 578.55%-577.1pp |
| Employer contribution / active EE | $813 | $3,132-74.0% | $2,839-71.4% | $4,876-83.3% |
| Participant deferral / active EE | $2,144 | $3,972-46.0% | $3,609-40.6% | $5,439-60.6% |
| Admin fee / account holder | $1,235 | $5,710-78.4% | $4,906-74.8% | $10,885-88.7% |