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 | $43,265 | $80,731-46.4% | $103,374-58.1% | $74,546-42.0% |
| Participation rate | 58.1% | 65.7%-7.5pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 11.01% | 27.56%-16.6pp | 24.89%-13.9pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,378 | $3,158-56.4% | $3,869-64.4% | $2,624-47.5% |
| Participant deferral / active EE | $2,660 | $3,860-31.1% | $5,058-47.4% | $4,347-38.8% |
| Admin fee / account holder | $6,554 | $2,369+176.7% | $8,394-21.9% | $1,944+237.2% |