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 3-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 | $28,311 | $117,983-76.0% | $101,794-72.2% | $142,382-80.1% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.2%-42.5pp | 80.1%-53.5pp |
| Annual return | 7.87% | 36.92%-29.0pp | 30.53%-22.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,115 | $2,773-59.8% | $2,289-51.3% | $4,299-74.1% |
| Participant deferral / active EE | $2,099 | $4,714-55.5% | $4,084-48.6% | $6,507-67.7% |
| Admin fee / account holder | $67,216 | $10,433+544.2% | $8,777+665.8% | $12,624+432.5% |