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 3-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 | $34,374 | $210,648-83.7% | $177,989-80.7% | $145,922-76.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.26% | 385.86%-378.6pp | 294.48%-287.2pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,760 | $4,565-61.4% | $3,949-55.4% | $4,660-62.2% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,688+52.0% |
| Admin fee / account holder | $986 | $12,013-91.8% | $10,363-90.5% | $13,397-92.6% |