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 | $10,118 | $57,281-82.3% | $86,612-88.3% | $75,163-86.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 11.58% | 2670.75%-2659.2pp | 591.07%-579.5pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,083 | $2,314-53.2% | $3,022-64.2% | $2,670-59.4% |
| Participant deferral / active EE | $1,212 | $3,318-63.5% | $4,438-72.7% | $4,125-70.6% |
| Admin fee / account holder | $1,707 | $4,112-58.5% | $5,614-69.6% | $5,651-69.8% |