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 | $53,160 | $88,751-40.1% | $81,812-35.0% | $145,922-63.6% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.3%-11.5pp | 80.3%-19.4pp |
| Annual return | 9.46% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,039 | $3,083-66.3% | $2,912-64.3% | $4,660-77.7% |
| Participant deferral / active EE | $2,380 | $4,643-48.7% | $4,319-44.9% | $6,688-64.4% |
| Admin fee / account holder | $13,668 | $8,415+62.4% | $7,386+85.1% | $13,397+2.0% |