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 | $35,482 | $70,669-49.8% | $169,368-79.1% | $75,163-52.8% |
| Participation rate | 37.3% | 64.8%-27.4pp | 77.1%-39.8pp | 67.2%-29.8pp |
| Annual return | 11.25% | 36.36%-25.1pp | 405.60%-394.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,297 | $2,211-41.3% | $4,013-67.7% | $2,670-51.4% |
| Participant deferral / active EE | $2,238 | $4,311-48.1% | $6,221-64.0% | $4,125-45.7% |
| Admin fee / account holder | $22,163 | $5,402+310.2% | $9,003+146.2% | $5,651+292.2% |