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 | $18,489 | $177,572-89.6% | $154,803-88.1% | $142,382-87.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 1.21% | 65.07%-63.9pp | 58.88%-57.7pp | 217.08%-215.9pp |
| Employer contribution / active EE | $8,329 | $4,810+73.1% | $4,305+93.5% | $4,299+93.7% |
| Participant deferral / active EE | $10,538 | $6,272+68.0% | $5,540+90.2% | $6,507+61.9% |
| Admin fee / account holder | $29,332 | $16,786+74.7% | $14,329+104.7% | $12,624+132.4% |