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 5-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 | $36,533 | $78,103-53.2% | $289,028-87.4% | $116,875-68.7% |
| Participation rate | 44.4% | 69.5%-25.1pp | 78.0%-33.5pp | 74.5%-30.1pp |
| Annual return | 9.08% | 15.26%-6.2pp | 243.94%-234.9pp | 16.29%-7.2pp |
| Employer contribution / active EE | $4,329 | $2,718+59.3% | $6,326-31.6% | $3,288+31.7% |
| Participant deferral / active EE | $1,227 | $2,921-58.0% | $4,804-74.4% | $3,885-68.4% |
| Admin fee / account holder | $303 | $8,683-96.5% | $14,050-97.8% | $12,263-97.5% |