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 | $55,021 | $55,415-0.7% | $155,509-64.6% | $74,495-26.1% |
| Participation rate | 23.8% | 61.9%-38.1pp | 78.2%-54.4pp | 67.2%-43.4pp |
| Annual return | 10.98% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $738 | $2,267-67.4% | $4,672-84.2% | $2,623-71.9% |
| Participant deferral / active EE | $925 | $2,836-67.4% | $5,626-83.6% | $4,346-78.7% |
| Admin fee / account holder | $6,656 | $1,738+282.9% | $15,912-58.2% | $1,942+242.8% |