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 | $23,319 | $70,756-67.0% | $65,493-64.4% | $142,382-83.6% |
| Participation rate | 56.3% | 77.4%-21.1pp | 73.1%-16.8pp | 80.1%-23.9pp |
| Annual return | 10.28% | 1754.89%-1744.6pp | 982.45%-972.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,591 | $2,881-44.8% | $2,574-38.2% | $4,299-63.0% |
| Participant deferral / active EE | $3,813 | $4,637-17.8% | $3,961-3.7% | $6,507-41.4% |
| Admin fee / account holder | $8,639 | $6,559+31.7% | $5,028+71.8% | $12,624-31.6% |