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 | $22,318 | $87,166-74.4% | $76,735-70.9% | $137,256-83.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 8.83% | 26.50%-17.7pp | 29.77%-20.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $895 | $2,904-69.2% | $2,454-63.6% | $4,156-78.5% |
| Participant deferral / active EE | $2,661 | $4,726-43.7% | $4,088-34.9% | $6,407-58.5% |
| Admin fee / account holder | $5,652 | $8,403-32.7% | $7,189-21.4% | $12,270-53.9% |