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 3-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 | $57,952 | $183,519-68.4% | $155,509-62.7% | $145,922-60.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 2.04% | 61.17%-59.1pp | 64.67%-62.6pp | 561.29%-559.2pp |
| Employer contribution / active EE | $1,703 | $5,313-67.9% | $4,672-63.5% | $4,660-63.4% |
| Participant deferral / active EE | $11,020 | $6,462+70.5% | $5,626+95.9% | $6,688+64.8% |
| Admin fee / account holder | $905 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |