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 6-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 | $60,455 | $111,754-45.9% | $103,333-41.5% | $145,922-58.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 3.46% | 24.77%-21.3pp | 24.88%-21.4pp | 561.29%-557.8pp |
| Employer contribution / active EE | $1,062 | $4,212-74.8% | $3,868-72.5% | $4,660-77.2% |
| Participant deferral / active EE | $3,238 | $5,619-42.4% | $5,057-36.0% | $6,688-51.6% |
| Admin fee / account holder | $3,270 | $9,750-66.5% | $8,355-60.9% | $13,397-75.6% |