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 | $35,103 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 5.19% | 70.24%-65.0pp | 62.55%-57.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $5,905 | $4,961+19.0% | $4,693+25.8% | $4,299+37.4% |
| Participant deferral / active EE | $10,761 | $8,310+29.5% | $7,997+34.6% | $6,507+65.4% |
| Admin fee / account holder | $86,077 | $14,846+479.8% | $13,435+540.7% | $12,624+581.9% |