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 | $40,132 | $88,751-54.8% | $81,812-50.9% | $145,922-72.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.3%-45.1pp | 80.3%-53.0pp |
| Annual return | 7.64% | 1025.40%-1017.8pp | 773.79%-766.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,006 | $3,083-67.4% | $2,912-65.4% | $4,660-78.4% |
| Participant deferral / active EE | $1,240 | $4,643-73.3% | $4,319-71.3% | $6,688-81.5% |
| Admin fee / account holder | $778 | $8,415-90.8% | $7,386-89.5% | $13,397-94.2% |