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 | $47,793 | $60,124-20.5% | $90,404-47.1% | $79,858-40.2% |
| Participation rate | 29.6% | 65.0%-35.4pp | 72.7%-43.1pp | 69.6%-40.0pp |
| Annual return | 8.57% | 71.94%-63.4pp | 1293.02%-1284.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $491 | $2,068-76.2% | $3,262-84.9% | $2,471-80.1% |
| Participant deferral / active EE | $830 | $2,938-71.8% | $3,963-79.1% | $3,740-77.8% |
| Admin fee / account holder | $48,443 | $3,976+1118.3% | $5,611+763.4% | $5,306+812.9% |