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 | $42,205 | $159,901-73.6% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 5.90% | 98.13%-92.2pp | 418.34%-412.4pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,946 | $5,286-63.2% | $4,933-60.6% | $4,660-58.2% |
| Participant deferral / active EE | $11,043 | $8,428+31.0% | $8,070+36.8% | $6,688+65.1% |
| Admin fee / account holder | $239,746 | $15,044+1493.7% | $12,998+1744.5% | $13,397+1689.6% |