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 6-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 | $11,688 | $96,635-87.9% | $86,612-86.5% | $139,434-91.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 7.70% | 106.41%-98.7pp | 591.07%-583.4pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,521 | $3,263-53.4% | $3,022-49.7% | $4,751-68.0% |
| Participant deferral / active EE | $4,741 | $4,836-2.0% | $4,438+6.8% | $6,710-29.3% |
| Admin fee / account holder | $19,404 | $6,408+202.8% | $5,614+245.6% | $11,403+70.2% |