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 | $83,396 | $156,846-46.8% | $121,098-31.1% | $139,434-40.2% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 6.62% | 1474.56%-1467.9pp | 985.75%-979.1pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,130 | $5,536-61.5% | $4,164-48.9% | $4,751-55.2% |
| Participant deferral / active EE | $9,142 | $4,844+88.7% | $4,080+124.1% | $6,710+36.2% |
| Admin fee / account holder | $10,944 | $6,946+57.6% | $5,644+93.9% | $11,403-4.0% |