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 | $19,487 | $106,584-81.7% | $101,326-80.8% | $142,382-86.3% |
| Participation rate | 23.5% | 82.7%-59.2pp | 81.5%-58.0pp | 80.1%-56.6pp |
| Annual return | 8.66% | 36.93%-28.3pp | 36.82%-28.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,674 | $3,956-57.7% | $3,665-54.3% | $4,299-61.1% |
| Participant deferral / active EE | $2,939 | $8,297-64.6% | $7,994-63.2% | $6,507-54.8% |
| Admin fee / account holder | $31,731 | $11,446+177.2% | $11,185+183.7% | $12,624+151.4% |