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 | $15,471 | $57,281-73.0% | $86,612-82.1% | $75,163-79.4% |
| Participation rate | 68.6% | 63.2%+5.4pp | 71.7%-3.1pp | 67.2%+1.4pp |
| Annual return | 7.36% | 2670.75%-2663.4pp | 591.07%-583.7pp | 160.62%-153.3pp |
| Employer contribution / active EE | $743 | $2,314-67.9% | $3,022-75.4% | $2,670-72.2% |
| Participant deferral / active EE | $880 | $3,318-73.5% | $4,438-80.2% | $4,125-78.7% |
| Admin fee / account holder | $2,658 | $4,112-35.4% | $5,614-52.7% | $5,651-53.0% |