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 | $24,747 | $58,208-57.5% | $81,812-69.8% | $80,856-69.4% |
| Participation rate | 30.6% | 63.4%-32.8pp | 72.3%-41.7pp | 67.6%-37.0pp |
| Annual return | 9.33% | 41.66%-32.3pp | 773.79%-764.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $492 | $2,340-79.0% | $2,912-83.1% | $2,755-82.1% |
| Participant deferral / active EE | $963 | $3,281-70.6% | $4,319-77.7% | $4,296-77.6% |
| Admin fee / account holder | $5,260 | $4,981+5.6% | $7,386-28.8% | $6,918-24.0% |