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 | $54,738 | $105,181-48.0% | $159,436-65.7% | $85,850-36.2% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.8%-19.4pp | 69.3%-5.9pp |
| Annual return | 12.50% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $826 | $3,318-75.1% | $4,829-82.9% | $2,565-67.8% |
| Participant deferral / active EE | $3,441 | $5,945-42.1% | $7,352-53.2% | $3,952-12.9% |
| Admin fee / account holder | $2,705 | $6,933-61.0% | $10,799-75.0% | $6,260-56.8% |