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 4-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 | $51,704 | $65,561-21.1% | $86,188-40.0% | $75,163-31.2% |
| Participation rate | 38.7% | 60.5%-21.8pp | 69.0%-30.2pp | 67.2%-28.5pp |
| Annual return | 9.91% | 46.05%-36.1pp | 1168.45%-1158.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $2,249 | $1,553+44.8% | $2,380-5.5% | $2,670-15.8% |
| Participant deferral / active EE | $3,038 | $3,024+0.5% | $3,985-23.8% | $4,125-26.4% |
| Admin fee / account holder | $50,249 | $5,474+817.9% | $6,852+633.4% | $5,651+789.2% |