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 6-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 | $38,838 | $90,348-57.0% | $75,972-48.9% | $145,922-73.4% |
| Participation rate | 43.5% | 74.5%-31.0pp | 69.1%-25.6pp | 80.3%-36.8pp |
| Annual return | 7.36% | 620.88%-613.5pp | 359.55%-352.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,150 | $3,311-65.3% | $2,685-57.2% | $4,660-75.3% |
| Participant deferral / active EE | $2,566 | $5,162-50.3% | $4,255-39.7% | $6,688-61.6% |
| Admin fee / account holder | $11,958 | $8,467+41.2% | $6,467+84.9% | $13,397-10.7% |