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 | $26,423 | $124,281-78.7% | $109,143-75.8% | $167,490-84.2% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 2.44% | 26.04%-23.6pp | 25.75%-23.3pp | 478.56%-476.1pp |
| Employer contribution / active EE | $1,608 | $4,207-61.8% | $3,722-56.8% | $4,837-66.8% |
| Participant deferral / active EE | $2,002 | $5,255-61.9% | $4,653-57.0% | $6,341-68.4% |
| Admin fee / account holder | $1,065 | $7,970-86.6% | $6,752-84.2% | $12,309-91.4% |