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 | $20,277 | $107,452-81.1% | $91,541-77.8% | $142,382-85.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 9.43% | 22.06%-12.6pp | 20.50%-11.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,467 | $2,994-51.0% | $2,505-41.4% | $4,299-65.9% |
| Participant deferral / active EE | $2,603 | $4,754-45.2% | $4,008-35.0% | $6,507-60.0% |
| Admin fee / account holder | $10,768 | $8,834+21.9% | $6,956+54.8% | $12,624-14.7% |