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 7-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 | $23,524 | $105,126-77.6% | $94,646-75.1% | $139,434-83.1% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 12.10% | 38.03%-25.9pp | 156.71%-144.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,487 | $7,599+38.0% | $7,418+41.4% | $6,710+56.3% |
| Admin fee / account holder | $12,730 | $8,984+41.7% | $7,231+76.0% | $11,403+11.6% |