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 | $10,805 | $111,754-90.3% | $103,333-89.5% | $145,922-92.6% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 9.00% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,226 | $4,212-47.1% | $3,868-42.4% | $4,660-52.2% |
| Participant deferral / active EE | $2,449 | $5,619-56.4% | $5,057-51.6% | $6,688-63.4% |
| Admin fee / account holder | $829 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |