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 | $43,699 | $114,381-61.8% | $107,525-59.4% | $142,382-69.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 4.01% | 242.71%-238.7pp | 181.32%-177.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,962 | $4,015-26.2% | $3,754-21.1% | $4,299-31.1% |
| Participant deferral / active EE | $14,872 | $5,564+167.3% | $5,116+190.7% | $6,507+128.5% |
| Admin fee / account holder | $221,365 | $9,860+2145.1% | $8,919+2382.0% | $12,624+1653.6% |