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 3-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 | $23,931 | $60,323-60.3% | $81,812-70.7% | $74,495-67.9% |
| Participation rate | 23.9% | 62.9%-39.0pp | 72.3%-48.4pp | 67.2%-43.3pp |
| Annual return | 11.07% | 16.90%-5.8pp | 773.79%-762.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $911 | $2,620-65.2% | $2,912-68.7% | $2,623-65.3% |
| Participant deferral / active EE | $1,947 | $3,387-42.5% | $4,319-54.9% | $4,346-55.2% |
| Admin fee / account holder | $4,751 | $1,486+219.7% | $7,386-35.7% | $1,942+144.7% |