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 4-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 | $59,299 | $154,117-61.5% | $129,995-54.4% | $139,434-57.5% |
| Participation rate | 47.8% | 82.0%-34.1pp | 78.5%-30.7pp | 80.3%-32.5pp |
| Annual return | 7.80% | 32.48%-24.7pp | -137.18%+145.0pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,572 | $5,289-70.3% | $4,320-63.6% | $4,751-66.9% |
| Participant deferral / active EE | $4,208 | $6,710-37.3% | $5,820-27.7% | $6,710-37.3% |
| Admin fee / account holder | $938 | $14,007-93.3% | $10,614-91.2% | $11,403-91.8% |