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 6-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 | $16,245 | $57,281-71.6% | $86,612-81.2% | $75,163-78.4% |
| Participation rate | 22.2% | 63.2%-41.0pp | 71.7%-49.5pp | 67.2%-45.0pp |
| Annual return | 12.74% | 2670.75%-2658.0pp | 591.07%-578.3pp | 160.62%-147.9pp |
| Employer contribution / active EE | $370 | $2,314-84.0% | $3,022-87.8% | $2,670-86.1% |
| Participant deferral / active EE | $1,000 | $3,318-69.8% | $4,438-77.5% | $4,125-75.7% |
| Admin fee / account holder | $2,725 | $4,112-33.7% | $5,614-51.5% | $5,651-51.8% |