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 | $41,605 | $29,548+40.8% | $56,411-26.2% | $77,643-46.4% |
| Participation rate | 18.6% | 32.7%-14.1pp | 52.5%-33.9pp | 70.6%-52.0pp |
| Annual return | 8.30% | 19.01%-10.7pp | 1701.33%-1693.0pp | 31.24%-22.9pp |
| Employer contribution / active EE | $161 | $568-71.7% | $1,039-84.5% | $2,726-94.1% |
| Participant deferral / active EE | $547 | $1,061-48.4% | $1,952-72.0% | $4,647-88.2% |
| Admin fee / account holder | $2,772 | $1,046+165.0% | $2,829-2.0% | $430+544.1% |