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 | $16,304 | $118,849-86.3% | $96,562-83.1% | $167,490-90.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 7.30% | 50.49%-43.2pp | 37.78%-30.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,396 | $3,120-23.2% | $2,356+1.7% | $4,837-50.5% |
| Participant deferral / active EE | $4,023 | $4,616-12.9% | $3,849+4.5% | $6,341-36.6% |
| Admin fee / account holder | $2,220 | $8,065-72.5% | $6,181-64.1% | $12,309-82.0% |