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 4-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 | $21,051 | $58,208-63.8% | $81,812-74.3% | $80,856-74.0% |
| Participation rate | 21.7% | 63.4%-41.7pp | 72.3%-50.6pp | 67.6%-45.9pp |
| Annual return | 8.93% | 41.66%-32.7pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $610 | $2,340-73.9% | $2,912-79.0% | $2,755-77.8% |
| Participant deferral / active EE | $1,249 | $3,281-61.9% | $4,319-71.1% | $4,296-70.9% |
| Admin fee / account holder | $5,221 | $4,981+4.8% | $7,386-29.3% | $6,918-24.5% |