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 | $35,359 | $57,281-38.3% | $86,612-59.2% | $75,163-53.0% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 12.21% | 2670.75%-2658.5pp | 591.07%-578.9pp | 160.62%-148.4pp |
| Employer contribution / active EE | $437 | $2,314-81.1% | $3,022-85.5% | $2,670-83.6% |
| Participant deferral / active EE | $1,560 | $3,318-53.0% | $4,438-64.8% | $4,125-62.2% |
| Admin fee / account holder | $8,360 | $4,112+103.3% | $5,614+48.9% | $5,651+47.9% |