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 | $47,293 | $177,572-73.4% | $154,803-69.4% | $142,382-66.8% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.1%-25.7pp | 80.1%-27.7pp |
| Annual return | 5.56% | 65.07%-59.5pp | 58.88%-53.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $3,608 | $4,810-25.0% | $4,305-16.2% | $4,299-16.1% |
| Participant deferral / active EE | $7,680 | $6,272+22.4% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $10,331 | $16,786-38.5% | $14,329-27.9% | $12,624-18.2% |