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 | $86,807 | $172,111-49.6% | $150,298-42.2% | $137,256-36.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 11.12% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,334 | $4,636-71.2% | $4,154-67.9% | $4,156-67.9% |
| Participant deferral / active EE | $6,364 | $6,166+3.2% | $5,453+16.7% | $6,407-0.7% |
| Admin fee / account holder | $16,794 | $16,471+2.0% | $14,116+19.0% | $12,270+36.9% |