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 | $44,331 | $183,519-75.8% | $155,509-71.5% | $145,922-69.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 6.96% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,005 | $5,313-62.3% | $4,672-57.1% | $4,660-57.0% |
| Participant deferral / active EE | $4,071 | $6,462-37.0% | $5,626-27.6% | $6,688-39.1% |
| Admin fee / account holder | $802 | $19,313-95.8% | $15,912-95.0% | $13,397-94.0% |