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 | $20,215 | $65,409-69.1% | $98,442-79.5% | $85,850-76.5% |
| Participation rate | 13.9% | 65.0%-51.1pp | 73.3%-59.4pp | 69.3%-55.4pp |
| Annual return | 8.62% | 21.76%-13.1pp | 1492.73%-1484.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $410 | $2,168-81.1% | $2,960-86.2% | $2,565-84.0% |
| Participant deferral / active EE | $3,763 | $3,166+18.8% | $4,276-12.0% | $3,952-4.8% |
| Admin fee / account holder | $9,381 | $4,593+104.3% | $5,949+57.7% | $6,260+49.9% |