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 | $19,997 | $106,584-81.2% | $101,326-80.3% | $142,382-86.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 81.5%-44.0pp | 80.1%-42.6pp |
| Annual return | 9.86% | 36.93%-27.1pp | 36.82%-27.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,544 | $8,297-45.2% | $7,994-43.2% | $6,507-30.2% |
| Admin fee / account holder | $34,361 | $11,446+200.2% | $11,185+207.2% | $12,624+172.2% |