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 | $81,181 | $118,849-31.7% | $96,562-15.9% | $167,490-51.5% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.8%-10.7pp | 82.1%-23.0pp |
| Annual return | 7.11% | 50.49%-43.4pp | 37.78%-30.7pp | 478.56%-471.4pp |
| Employer contribution / active EE | $2,258 | $3,120-27.6% | $2,356-4.2% | $4,837-53.3% |
| Participant deferral / active EE | $3,395 | $4,616-26.5% | $3,849-11.8% | $6,341-46.5% |
| Admin fee / account holder | $44,358 | $8,065+450.0% | $6,181+617.7% | $12,309+260.4% |