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 7-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 | $68,234 | $111,754-38.9% | $103,333-34.0% | $145,922-53.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.73% | 24.77%-20.0pp | 24.88%-20.2pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,388 | $4,212-43.3% | $3,868-38.3% | $4,660-48.7% |
| Participant deferral / active EE | $4,419 | $5,619-21.4% | $5,057-12.6% | $6,688-33.9% |
| Admin fee / account holder | $4,193 | $9,750-57.0% | $8,355-49.8% | $13,397-68.7% |