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 | $30,594 | $172,111-82.2% | $150,298-79.6% | $137,256-77.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.31% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,894 | $4,636-59.1% | $4,154-54.4% | $4,156-54.4% |
| Participant deferral / active EE | $7,981 | $6,166+29.4% | $5,453+46.4% | $6,407+24.6% |
| Admin fee / account holder | $2,432 | $16,471-85.2% | $14,116-82.8% | $12,270-80.2% |