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 | $57,653 | $115,770-50.2% | $101,248-43.1% | $158,922-63.7% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 1.32% | 56.14%-54.8pp | 46.47%-45.2pp | 302.83%-301.5pp |
| Employer contribution / active EE | $944 | $4,175-77.4% | $3,660-74.2% | $4,761-80.2% |
| Participant deferral / active EE | $3,942 | $4,957-20.5% | $4,370-9.8% | $5,982-34.1% |
| Admin fee / account holder | $12,151 | $7,245+67.7% | $5,945+104.4% | $11,246+8.0% |