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 5-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 | $69,120 | $118,450-41.6% | $98,439-29.8% | $139,434-50.4% |
| Participation rate | 42.9% | 77.4%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 6.04% | 18.94%-12.9pp | 21.16%-15.1pp | 372.94%-366.9pp |
| Employer contribution / active EE | $3,303 | $3,609-8.5% | $3,048+8.4% | $4,751-30.5% |
| Participant deferral / active EE | $8,751 | $5,392+62.3% | $4,738+84.7% | $6,710+30.4% |
| Admin fee / account holder | $138,946 | $14,026+890.6% | $8,948+1452.9% | $11,403+1118.6% |