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 4-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 | $23,465 | $111,814-79.0% | $103,374-77.3% | $145,959-83.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.22% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,484 | $4,214-64.8% | $3,869-61.6% | $4,661-68.2% |
| Participant deferral / active EE | $2,200 | $5,618-60.8% | $5,058-56.5% | $6,689-67.1% |
| Admin fee / account holder | $2,170 | $9,754-77.8% | $8,394-74.1% | $13,398-83.8% |