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 3-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 | $42,859 | $90,348-52.6% | $75,972-43.6% | $145,922-70.6% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.1%-16.1pp | 80.3%-27.3pp |
| Annual return | 2.22% | 620.88%-618.7pp | 359.55%-357.3pp | 561.29%-559.1pp |
| Employer contribution / active EE | $1,766 | $3,311-46.7% | $2,685-34.2% | $4,660-62.1% |
| Participant deferral / active EE | $1,277 | $5,162-75.3% | $4,255-70.0% | $6,688-80.9% |
| Admin fee / account holder | $1,130 | $8,467-86.7% | $6,467-82.5% | $13,397-91.6% |