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 | $44,053 | $99,020-55.5% | $86,590-49.1% | $147,584-70.2% |
| Participation rate | 34.8% | 76.3%-41.6pp | 73.5%-38.8pp | 82.8%-48.0pp |
| Annual return | 8.61% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $273 | $3,132-91.3% | $2,839-90.4% | $4,876-94.4% |
| Participant deferral / active EE | $997 | $3,972-74.9% | $3,609-72.4% | $5,439-81.7% |
| Admin fee / account holder | $26,825 | $5,710+369.8% | $4,906+446.8% | $10,885+146.4% |