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 | $20,862 | $30,400-31.4% | $53,898-61.3% | $84,808-75.4% |
| Participation rate | 17.1% | 46.4%-29.3pp | 55.0%-37.8pp | 68.3%-51.2pp |
| Annual return | 12.15% | 500.19%-488.0pp | 528.60%-516.5pp | 40.90%-28.7pp |
| Employer contribution / active EE | $492 | $603-18.4% | $932-47.2% | $2,631-81.3% |
| Participant deferral / active EE | $586 | $1,199-51.2% | $1,826-67.9% | $4,212-86.1% |
| Admin fee / account holder | $443 | $1,993-77.8% | $2,491-82.2% | $7,344-94.0% |