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 | $43,518 | $100,852-56.8% | $90,404-51.9% | $158,922-72.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.80% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $387 | $3,689-89.5% | $3,262-88.1% | $4,761-91.9% |
| Participant deferral / active EE | $4,954 | $4,348+13.9% | $3,963+25.0% | $5,982-17.2% |
| Admin fee / account holder | $6,842 | $6,501+5.3% | $5,611+21.9% | $11,246-39.2% |