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 | $47,132 | $89,355-47.3% | $141,162-66.6% | $72,985-35.4% |
| Participation rate | 40.5% | 75.1%-34.6pp | 82.5%-41.9pp | 69.5%-28.9pp |
| Annual return | 16.98% | 111.85%-94.9pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $955 | $3,114-69.3% | $4,735-79.8% | $2,440-60.8% |
| Participant deferral / active EE | $3,135 | $5,418-42.1% | $6,709-53.3% | $3,607-13.1% |
| Admin fee / account holder | $66,924 | $5,958+1023.2% | $10,261+552.2% | $5,124+1206.0% |