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 | $24,707 | $118,680-79.2% | $98,907-75.0% | $158,922-84.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 2.19% | 372.35%-370.2pp | 196.43%-194.2pp | 302.83%-300.6pp |
| Employer contribution / active EE | $1,130 | $3,333-66.1% | $2,689-58.0% | $4,761-76.3% |
| Participant deferral / active EE | $4,143 | $5,088-18.6% | $4,244-2.4% | $5,982-30.8% |
| Admin fee / account holder | $34,314 | $10,131+238.7% | $6,642+416.7% | $11,246+205.1% |