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 | $58,132 | $104,974-44.6% | $95,585-39.2% | $142,382-59.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 8.15% | 210.33%-202.2pp | 38.56%-30.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,690 | $2,779-39.2% | $2,527-33.1% | $4,299-60.7% |
| Participant deferral / active EE | $3,542 | $4,352-18.6% | $4,023-11.9% | $6,507-45.6% |
| Admin fee / account holder | $34,714 | $6,386+443.6% | $6,127+466.5% | $12,624+175.0% |