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 | $17,299 | $105,931-83.7% | $81,930-78.9% | $158,922-89.1% |
| Participation rate | 18.2% | 75.6%-57.4pp | 72.0%-53.8pp | 82.0%-63.8pp |
| Annual return | 1.54% | 38.17%-36.6pp | 29.49%-28.0pp | 302.83%-301.3pp |
| Employer contribution / active EE | $646 | $7,800-91.7% | $4,310-85.0% | $4,761-86.4% |
| Participant deferral / active EE | $928 | $13,003-92.9% | $7,107-86.9% | $5,982-84.5% |
| Admin fee / account holder | $11,267 | $8,489+32.7% | $5,158+118.4% | $11,246+0.2% |