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 5-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 | $22,282 | $183,519-87.9% | $155,509-85.7% | $145,922-84.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.04% | 61.17%-55.1pp | 64.67%-58.6pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,446 | $5,313-72.8% | $4,672-69.0% | $4,660-69.0% |
| Participant deferral / active EE | $4,050 | $6,462-37.3% | $5,626-28.0% | $6,688-39.4% |
| Admin fee / account holder | $21,547 | $19,313+11.6% | $15,912+35.4% | $13,397+60.8% |