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 5-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 | $21,701 | $148,534-85.4% | $135,903-84.0% | $139,434-84.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.37% | 79.19%-69.8pp | 68.23%-58.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,167 | $5,243-77.7% | $4,856-76.0% | $4,751-75.4% |
| Participant deferral / active EE | $3,861 | $8,100-52.3% | $7,758-50.2% | $6,710-42.5% |
| Admin fee / account holder | $3,461 | $12,400-72.1% | $10,762-67.8% | $11,403-69.6% |