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 | $42,272 | $84,149-49.8% | $76,080-44.4% | $167,490-74.8% |
| Participation rate | 57.1% | 84.9%-27.7pp | 79.4%-22.3pp | 82.1%-25.0pp |
| Annual return | 8.74% | 54.99%-46.2pp | 42.50%-33.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,021 | $4,618-56.2% | $3,962-49.0% | $4,837-58.2% |
| Participant deferral / active EE | $3,252 | $5,796-43.9% | $4,905-33.7% | $6,341-48.7% |
| Admin fee / account holder | $6,410 | $6,4100% | $4,883+31.3% | $12,309-47.9% |