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 | $38,697 | $65,409-40.8% | $98,442-60.7% | $85,850-54.9% |
| Participation rate | 55.6% | 65.0%-9.4pp | 73.3%-17.8pp | 69.3%-13.8pp |
| Annual return | 11.16% | 21.76%-10.6pp | 1492.73%-1481.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,584 | $2,168+65.3% | $2,960+21.1% | $2,565+39.7% |
| Participant deferral / active EE | $3,028 | $3,166-4.4% | $4,276-29.2% | $3,952-23.4% |
| Admin fee / account holder | $1,461 | $4,593-68.2% | $5,949-75.4% | $6,260-76.7% |