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 | $90,397-47.3% | $76,002-37.4% | $145,959-67.4% |
| Participation rate | 23.5% | 74.5%-51.0pp | 69.1%-45.6pp | 80.3%-56.8pp |
| Annual return | 8.19% | 621.97%-613.8pp | 360.07%-351.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $627 | $3,317-81.1% | $2,688-76.7% | $4,661-86.6% |
| Participant deferral / active EE | $2,203 | $5,163-57.3% | $4,257-48.2% | $6,689-67.1% |
| Admin fee / account holder | $9,686 | $8,369+15.7% | $6,414+51.0% | $13,398-27.7% |