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 | $54,860 | $86,929-36.9% | $102,423-46.4% | $80,856-32.2% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.6%-9.9pp |
| Annual return | 9.19% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,901 | $2,369-19.8% | $3,023-37.1% | $2,755-31.0% |
| Participant deferral / active EE | $4,001 | $4,118-2.8% | $5,053-20.8% | $4,296-6.9% |
| Admin fee / account holder | $440 | $8,049-94.5% | $9,451-95.3% | $6,918-93.6% |