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 | $31,195 | $83,902-62.8% | $167,512-81.4% | $84,808-63.2% |
| Participation rate | 32.3% | 66.5%-34.2pp | 77.1%-44.8pp | 68.3%-36.1pp |
| Annual return | 12.33% | 91.55%-79.2pp | 1615.79%-1603.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,082 | $2,264-52.2% | $3,882-72.1% | $2,631-58.9% |
| Participant deferral / active EE | $1,405 | $4,442-68.4% | $6,405-78.1% | $4,212-66.6% |
| Admin fee / account holder | $1,387 | $7,915-82.5% | $9,769-85.8% | $7,344-81.1% |