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 | $24,124 | $57,281-57.9% | $86,612-72.1% | $75,163-67.9% |
| Participation rate | 22.8% | 63.2%-40.4pp | 71.7%-48.9pp | 67.2%-44.4pp |
| Annual return | 13.09% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $530 | $2,314-77.1% | $3,022-82.5% | $2,670-80.2% |
| Participant deferral / active EE | $1,143 | $3,318-65.5% | $4,438-74.2% | $4,125-72.3% |
| Admin fee / account holder | $1,237 | $4,112-69.9% | $5,614-78.0% | $5,651-78.1% |