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 | $22,205 | $109,817-79.8% | $98,442-77.4% | $167,490-86.7% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 4.21% | 1956.69%-1952.5pp | 1492.73%-1488.5pp | 478.56%-474.3pp |
| Employer contribution / active EE | $620 | $3,224-80.8% | $2,960-79.1% | $4,837-87.2% |
| Participant deferral / active EE | $1,415 | $4,673-69.7% | $4,276-66.9% | $6,341-77.7% |
| Admin fee / account holder | $8,283 | $6,753+22.7% | $5,949+39.2% | $12,309-32.7% |