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 | $55,888 | $83,902-33.4% | $167,512-66.6% | $84,808-34.1% |
| Participation rate | 50.6% | 66.5%-15.9pp | 77.1%-26.5pp | 68.3%-17.7pp |
| Annual return | 10.89% | 91.55%-80.7pp | 1615.79%-1604.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $982 | $2,264-56.6% | $3,882-74.7% | $2,631-62.7% |
| Participant deferral / active EE | $1,522 | $4,442-65.7% | $6,405-76.2% | $4,212-63.9% |
| Admin fee / account holder | $719 | $7,915-90.9% | $9,769-92.6% | $7,344-90.2% |