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 8-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 | $50,499 | $57,281-11.8% | $86,612-41.7% | $75,163-32.8% |
| Participation rate | 30.8% | 63.2%-32.4pp | 71.7%-40.9pp | 67.2%-36.4pp |
| Annual return | 11.18% | 2670.75%-2659.6pp | 591.07%-579.9pp | 160.62%-149.4pp |
| Employer contribution / active EE | $810 | $2,314-65.0% | $3,022-73.2% | $2,670-69.6% |
| Participant deferral / active EE | $1,926 | $3,318-41.9% | $4,438-56.6% | $4,125-53.3% |
| Admin fee / account holder | $1,729 | $4,112-58.0% | $5,614-69.2% | $5,651-69.4% |