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 | $48,456 | $77,899-37.8% | $149,673-67.6% | $75,163-35.5% |
| Participation rate | 35.3% | 65.6%-30.3pp | 78.8%-43.5pp | 67.2%-31.9pp |
| Annual return | 7.10% | 31.72%-24.6pp | 134.42%-127.3pp | 160.62%-153.5pp |
| Employer contribution / active EE | $600 | $3,137-80.9% | $4,818-87.5% | $2,670-77.5% |
| Participant deferral / active EE | $892 | $3,411-73.9% | $5,680-84.3% | $4,125-78.4% |
| Admin fee / account holder | $5,846 | $5,956-1.8% | $13,210-55.7% | $5,651+3.5% |