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 | $49,194 | $179,726-72.6% | $156,263-68.5% | $142,382-65.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 3.68% | 77.86%-74.2pp | 59.47%-55.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $9,480 | $5,069+87.0% | $4,333+118.8% | $4,299+120.5% |
| Participant deferral / active EE | $15,500 | $6,956+122.8% | $6,158+151.7% | $6,507+138.2% |
| Admin fee / account holder | $201,457 | $17,272+1066.4% | $14,255+1313.3% | $12,624+1495.9% |