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 8-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 | $26,619 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 9.10% | 79.19%-70.1pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,074 | $5,243-79.5% | $4,856-77.9% | $4,751-77.4% |
| Participant deferral / active EE | $2,708 | $8,100-66.6% | $7,758-65.1% | $6,710-59.6% |
| Admin fee / account holder | $29,717 | $12,400+139.7% | $10,762+176.1% | $11,403+160.6% |