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 | $56,539 | $104,974-46.1% | $95,585-40.8% | $142,382-60.3% |
| Participation rate | 47.1% | 75.0%-27.9pp | 72.1%-25.0pp | 80.1%-33.1pp |
| Annual return | 8.59% | 210.33%-201.7pp | 38.56%-30.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,326 | $2,779-52.3% | $2,527-47.5% | $4,299-69.2% |
| Participant deferral / active EE | $3,671 | $4,352-15.7% | $4,023-8.8% | $6,507-43.6% |
| Admin fee / account holder | $1,122 | $6,386-82.4% | $6,127-81.7% | $12,624-91.1% |