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 | $56,604 | $60,124-5.9% | $90,404-37.4% | $79,858-29.1% |
| Participation rate | 57.3% | 65.0%-7.7pp | 72.7%-15.4pp | 69.6%-12.3pp |
| Annual return | 8.53% | 71.94%-63.4pp | 1293.02%-1284.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,327 | $2,068-35.8% | $3,262-59.3% | $2,471-46.3% |
| Participant deferral / active EE | $1,953 | $2,938-33.5% | $3,963-50.7% | $3,740-47.8% |
| Admin fee / account holder | $12,369 | $3,976+211.0% | $5,611+120.4% | $5,306+133.1% |