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 | $31,548 | $157,256-79.9% | $141,162-77.7% | $152,861-79.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 10.05% | 64.32%-54.3pp | 71.39%-61.3pp | 345.32%-335.3pp |
| Employer contribution / active EE | $3,939 | $5,261-25.1% | $4,735-16.8% | $4,762-17.3% |
| Participant deferral / active EE | $8,607 | $7,109+21.1% | $6,709+28.3% | $5,850+47.1% |
| Admin fee / account holder | $36,024 | $12,120+197.2% | $10,261+251.1% | $11,596+210.6% |