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 | $40,504 | $180,749-77.6% | $160,784-74.8% | $137,256-70.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 9.69% | 2234.46%-2224.8pp | 1803.92%-1794.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $900 | $4,155-78.3% | $3,733-75.9% | $4,156-78.3% |
| Participant deferral / active EE | $1,400 | $6,844-79.5% | $6,293-77.8% | $6,407-78.1% |
| Admin fee / account holder | $6,051 | $10,397-41.8% | $9,717-37.7% | $12,270-50.7% |