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 | $47,157 | $83,902-43.8% | $167,512-71.8% | $84,808-44.4% |
| Participation rate | 47.9% | 66.5%-18.5pp | 77.1%-29.1pp | 68.3%-20.4pp |
| Annual return | 12.09% | 91.55%-79.5pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $463 | $2,264-79.6% | $3,882-88.1% | $2,631-82.4% |
| Participant deferral / active EE | $1,420 | $4,442-68.0% | $6,405-77.8% | $4,212-66.3% |
| Admin fee / account holder | $10,991 | $7,915+38.9% | $9,769+12.5% | $7,344+49.7% |