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 | $36,105 | $49,173-26.6% | $121,098-70.2% | $75,163-52.0% |
| Participation rate | 35.9% | 55.4%-19.5pp | 69.5%-33.6pp | 67.2%-31.3pp |
| Annual return | 9.90% | 55.99%-46.1pp | 985.75%-975.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $589 | $1,546-61.9% | $4,164-85.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,321 | $2,628-49.7% | $4,080-67.6% | $4,125-68.0% |
| Admin fee / account holder | $1,810 | $3,942-54.1% | $5,644-67.9% | $5,651-68.0% |