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 5-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 | $18,063 | $177,572-89.8% | $154,803-88.3% | $142,382-87.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 8.99% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,072 | $4,810-56.9% | $4,305-51.9% | $4,299-51.8% |
| Participant deferral / active EE | $3,956 | $6,272-36.9% | $5,540-28.6% | $6,507-39.2% |
| Admin fee / account holder | $13,005 | $16,786-22.5% | $14,329-9.2% | $12,624+3.0% |