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 | $44,422 | $177,572-75.0% | $154,803-71.3% | $142,382-68.8% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 9.53% | 65.07%-55.5pp | 58.88%-49.4pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,461 | $4,810-48.8% | $4,305-42.8% | $4,299-42.8% |
| Participant deferral / active EE | $3,623 | $6,272-42.2% | $5,540-34.6% | $6,507-44.3% |
| Admin fee / account holder | $24,197 | $16,786+44.2% | $14,329+68.9% | $12,624+91.7% |