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 3-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 | $80,402 | $159,901-49.7% | $146,958-45.3% | $145,922-44.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 4.28% | 98.13%-93.9pp | 418.34%-414.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $7,022 | $5,286+32.8% | $4,933+42.4% | $4,660+50.7% |
| Participant deferral / active EE | $20,333 | $8,428+141.3% | $8,070+152.0% | $6,688+204.0% |
| Admin fee / account holder | $130,632 | $15,044+768.3% | $12,998+905.0% | $13,397+875.1% |