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 9-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 | $36,121 | $58,208-37.9% | $81,812-55.8% | $80,856-55.3% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 9.30% | 41.66%-32.4pp | 773.79%-764.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,305 | $2,340-44.2% | $2,912-55.2% | $2,755-52.6% |
| Participant deferral / active EE | $3,314 | $3,281+1.0% | $4,319-23.3% | $4,296-22.9% |
| Admin fee / account holder | $1,458 | $4,981-70.7% | $7,386-80.3% | $6,918-78.9% |