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 7-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 | $53,550 | $105,181-49.1% | $159,436-66.4% | $85,850-37.6% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.8%-15.3pp | 69.3%-1.7pp |
| Annual return | 9.12% | 45.07%-36.0pp | 263.57%-254.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,354 | $3,318-59.2% | $4,829-72.0% | $2,565-47.2% |
| Participant deferral / active EE | $2,980 | $5,945-49.9% | $7,352-59.5% | $3,952-24.6% |
| Admin fee / account holder | $2,390 | $6,933-65.5% | $10,799-77.9% | $6,260-61.8% |