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 8-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 | $41,475 | $117,983-64.8% | $101,794-59.3% | $142,382-70.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 6.30% | 36.92%-30.6pp | 30.53%-24.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,278 | $2,773-53.9% | $2,289-44.2% | $4,299-70.3% |
| Participant deferral / active EE | $3,009 | $4,714-36.2% | $4,084-26.3% | $6,507-53.8% |
| Admin fee / account holder | $95,381 | $10,433+814.2% | $8,777+986.7% | $12,624+655.6% |