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 | $28,013 | $104,664-73.2% | $85,682-67.3% | $167,490-83.3% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | 9.02% | 21.45%-12.4pp | 21.49%-12.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $864 | $3,337-74.1% | $2,618-67.0% | $4,837-82.1% |
| Participant deferral / active EE | $1,733 | $4,824-64.1% | $3,923-55.8% | $6,341-72.7% |
| Admin fee / account holder | $1,171 | $10,032-88.3% | $6,873-83.0% | $12,309-90.5% |