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 | $30,892 | $227,553-86.4% | $189,557-83.7% | $167,490-81.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 6.78% | 78.40%-71.6pp | 64.17%-57.4pp | 478.56%-471.8pp |
| Employer contribution / active EE | $995 | $5,316-81.3% | $4,412-77.4% | $4,837-79.4% |
| Participant deferral / active EE | $2,185 | $7,002-68.8% | $6,174-64.6% | $6,341-65.5% |
| Admin fee / account holder | $6,174 | $11,878-48.0% | $9,807-37.0% | $12,309-49.8% |