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 | $87,465 | $114,381-23.5% | $107,525-18.7% | $142,382-38.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 10.13% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,845 | $4,015-29.1% | $3,754-24.2% | $4,299-33.8% |
| Participant deferral / active EE | $9,174 | $5,564+64.9% | $5,116+79.3% | $6,507+41.0% |
| Admin fee / account holder | $63,282 | $9,860+541.8% | $8,919+609.5% | $12,624+401.3% |