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 6-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 | $45,037 | $111,754-59.7% | $103,333-56.4% | $145,922-69.1% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 4.45% | 24.77%-20.3pp | 24.88%-20.4pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,479 | $4,212-64.9% | $3,868-61.8% | $4,660-68.3% |
| Participant deferral / active EE | $5,139 | $5,619-8.5% | $5,057+1.6% | $6,688-23.2% |
| Admin fee / account holder | $4,363 | $9,750-55.3% | $8,355-47.8% | $13,397-67.4% |