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 | $107,471 | $198,466-45.8% | $170,442-36.9% | $147,584-27.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 8.35% | 257.29%-248.9pp | 205.93%-197.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,840 | $6,184-70.2% | $5,433-66.1% | $4,876-62.3% |
| Participant deferral / active EE | $2,260 | $5,629-59.9% | $4,939-54.3% | $5,439-58.5% |
| Admin fee / account holder | $20,239 | $16,852+20.1% | $13,880+45.8% | $10,885+85.9% |