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 6-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 | $22,560 | $90,745-75.1% | $130,231-82.7% | $75,163-70.0% |
| Participation rate | 36.6% | 71.1%-34.5pp | 76.3%-39.7pp | 67.2%-30.6pp |
| Annual return | 10.54% | 34.45%-23.9pp | 38.77%-28.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $795 | $3,314-76.0% | $4,126-80.7% | $2,670-70.2% |
| Participant deferral / active EE | $3,281 | $5,362-38.8% | $6,799-51.7% | $4,125-20.5% |
| Admin fee / account holder | $9,381 | $6,331+48.2% | $6,020+55.8% | $5,651+66.0% |