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 | $33,299 | $85,202-60.9% | $172,739-80.7% | $72,985-54.4% |
| Participation rate | 44.2% | 70.1%-25.9pp | 82.6%-38.5pp | 69.5%-25.3pp |
| Annual return | 15.05% | 27.32%-12.3pp | 802.84%-787.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $551 | $3,324-83.4% | $5,143-89.3% | $2,440-77.4% |
| Participant deferral / active EE | $1,764 | $3,260-45.9% | $5,198-66.1% | $3,607-51.1% |
| Admin fee / account holder | $1,184 | $5,884-79.9% | $13,954-91.5% | $5,124-76.9% |