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 5-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 | $88,760 | $109,817-19.2% | $98,442-9.8% | $167,490-47.0% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 7.06% | 1956.69%-1949.6pp | 1492.73%-1485.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $2,400 | $3,224-25.6% | $2,960-18.9% | $4,837-50.4% |
| Participant deferral / active EE | $2,400 | $4,673-48.6% | $4,276-43.9% | $6,341-62.2% |
| Admin fee / account holder | $1,738 | $6,753-74.3% | $5,949-70.8% | $12,309-85.9% |