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 | $36,275 | $64,348-43.6% | $90,160-59.8% | $70,131-48.3% |
| Participation rate | 67.2% | 70.4%-3.2pp | 76.9%-9.6pp | 69.5%-2.3pp |
| Annual return | 13.42% | 28.13%-14.7pp | 34.88%-21.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $378 | $2,046-81.5% | $3,318-88.6% | $2,342-83.8% |
| Participant deferral / active EE | $2,872 | $4,389-34.6% | $5,288-45.7% | $3,332-13.8% |
| Admin fee / account holder | $10,957 | $3,944+177.8% | $5,943+84.4% | $4,645+135.9% |