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 | $29,610 | $49,173-39.8% | $121,098-75.5% | $75,163-60.6% |
| Participation rate | 51.5% | 55.4%-3.8pp | 69.5%-17.9pp | 67.2%-15.6pp |
| Annual return | 12.60% | 55.99%-43.4pp | 985.75%-973.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $885 | $1,546-42.7% | $4,164-78.7% | $2,670-66.8% |
| Participant deferral / active EE | $1,444 | $2,628-45.0% | $4,080-64.6% | $4,125-65.0% |
| Admin fee / account holder | $1,951 | $3,942-50.5% | $5,644-65.4% | $5,651-65.5% |