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 | $46,233 | $49,173-6.0% | $121,098-61.8% | $75,163-38.5% |
| Participation rate | 54.4% | 55.4%-1.0pp | 69.5%-15.1pp | 67.2%-12.8pp |
| Annual return | 12.94% | 55.99%-43.0pp | 985.75%-972.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $997 | $1,546-35.5% | $4,164-76.1% | $2,670-62.7% |
| Participant deferral / active EE | $1,532 | $2,628-41.7% | $4,080-62.4% | $4,125-62.9% |
| Admin fee / account holder | $3,141 | $3,942-20.3% | $5,644-44.3% | $5,651-44.4% |