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 | $40,137 | $81,248-50.6% | $155,509-74.2% | $80,856-50.4% |
| Participation rate | 66.2% | 66.2%0pp | 78.2%-12.0pp | 67.6%-1.4pp |
| Annual return | 10.50% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,177 | $3,100-62.1% | $4,672-74.8% | $2,755-57.3% |
| Participant deferral / active EE | $1,642 | $3,452-52.4% | $5,626-70.8% | $4,296-61.8% |
| Admin fee / account holder | $4,510 | $7,997-43.6% | $15,912-71.7% | $6,918-34.8% |