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 | $34,059 | $159,901-78.7% | $146,958-76.8% | $145,922-76.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.02% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,666 | $5,286-68.5% | $4,933-66.2% | $4,660-64.2% |
| Participant deferral / active EE | $10,167 | $8,428+20.6% | $8,070+26.0% | $6,688+52.0% |
| Admin fee / account holder | $24,711 | $15,044+64.3% | $12,998+90.1% | $13,397+84.5% |