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 | $56,625 | $83,902-32.5% | $167,512-66.2% | $84,808-33.2% |
| Participation rate | 59.5% | 66.5%-7.0pp | 77.1%-17.6pp | 68.3%-8.9pp |
| Annual return | 12.29% | 91.55%-79.3pp | 1615.79%-1603.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $783 | $2,264-65.4% | $3,882-79.8% | $2,631-70.3% |
| Participant deferral / active EE | $1,615 | $4,442-63.6% | $6,405-74.8% | $4,212-61.7% |
| Admin fee / account holder | $1,842 | $7,915-76.7% | $9,769-81.1% | $7,344-74.9% |