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 | $51,738 | $57,281-9.7% | $86,612-40.3% | $75,163-31.2% |
| Participation rate | 46.2% | 63.2%-17.0pp | 71.7%-25.5pp | 67.2%-21.0pp |
| Annual return | 12.75% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,850 | $2,314-20.1% | $3,022-38.8% | $2,670-30.7% |
| Participant deferral / active EE | $1,372 | $3,318-58.7% | $4,438-69.1% | $4,125-66.7% |
| Admin fee / account holder | $9,528 | $4,112+131.7% | $5,614+69.7% | $5,651+68.6% |