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 9-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 | $18,377 | $46,553-60.5% | $64,056-71.3% | $75,163-75.6% |
| Participation rate | 57.7% | 65.9%-8.2pp | 72.3%-14.6pp | 67.2%-9.5pp |
| Annual return | 11.23% | 26.03%-14.8pp | 33.69%-22.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,771 | $1,974+91.1% | $2,747+37.3% | $2,670+41.2% |
| Participant deferral / active EE | $2,684 | $2,837-5.4% | $3,880-30.8% | $4,125-34.9% |
| Admin fee / account holder | $34,036 | $2,952+1053.0% | $3,068+1009.3% | $5,651+502.3% |