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 | $16,353 | $47,479-65.6% | $62,929-74.0% | $82,448-80.2% |
| Participation rate | 36.9% | 66.9%-30.0pp | 73.1%-36.2pp | 68.1%-31.2pp |
| Annual return | 10.87% | 20.34%-9.5pp | 1063.93%-1053.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $589 | $1,885-68.8% | $2,505-76.5% | $2,551-76.9% |
| Participant deferral / active EE | $1,190 | $2,870-58.6% | $3,888-69.4% | $4,139-71.3% |
| Admin fee / account holder | $1,640 | $3,804-56.9% | $5,065-67.6% | $7,234-77.3% |