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 | $16,216 | $88,710-81.7% | $81,783-80.2% | $145,959-88.9% |
| Participation rate | 23.8% | 75.0%-51.2pp | 72.4%-48.5pp | 80.3%-56.5pp |
| Annual return | 9.32% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $493 | $3,083-84.0% | $2,913-83.1% | $4,661-89.4% |
| Participant deferral / active EE | $950 | $4,645-79.6% | $4,320-78.0% | $6,689-85.8% |
| Admin fee / account holder | $8,683 | $8,407+3.3% | $7,380+17.7% | $13,398-35.2% |