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 | $30,116 | $102,317-70.6% | $146,958-79.5% | $80,856-62.8% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 9.89% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,130 | $3,713-69.6% | $4,933-77.1% | $2,755-59.0% |
| Participant deferral / active EE | $4,237 | $6,644-36.2% | $8,070-47.5% | $4,296-1.4% |
| Admin fee / account holder | $3,919 | $7,941-50.6% | $12,998-69.8% | $6,918-43.3% |