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 7-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 | $46,778 | $114,381-59.1% | $107,525-56.5% | $142,382-67.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 10.21% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,304 | $4,015-42.6% | $3,754-38.6% | $4,299-46.4% |
| Participant deferral / active EE | $3,474 | $5,564-37.6% | $5,116-32.1% | $6,507-46.6% |
| Admin fee / account holder | $15,256 | $9,860+54.7% | $8,919+71.1% | $12,624+20.9% |