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 | $11,574 | $102,966-88.8% | $90,281-87.2% | $152,861-92.4% |
| Participation rate | 30.4% | 75.9%-45.4pp | 73.3%-42.8pp | 82.4%-52.0pp |
| Annual return | 4.76% | 95.16%-90.4pp | 78.10%-73.3pp | 345.32%-340.6pp |
| Employer contribution / active EE | $597 | $3,139-81.0% | $2,854-79.1% | $4,762-87.5% |
| Participant deferral / active EE | $1,077 | $4,281-74.8% | $3,885-72.3% | $5,850-81.6% |
| Admin fee / account holder | $2,413 | $6,171-60.9% | $5,351-54.9% | $11,596-79.2% |