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 4-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 | $47,597 | $90,348-47.3% | $75,972-37.3% | $145,922-67.4% |
| Participation rate | 23.5% | 74.5%-50.9pp | 69.1%-45.5pp | 80.3%-56.7pp |
| Annual return | 8.19% | 620.88%-612.7pp | 359.55%-351.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $627 | $3,311-81.1% | $2,685-76.7% | $4,660-86.5% |
| Participant deferral / active EE | $2,203 | $5,162-57.3% | $4,255-48.2% | $6,688-67.1% |
| Admin fee / account holder | $9,686 | $8,467+14.4% | $6,467+49.8% | $13,397-27.7% |