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 | $32,051 | $74,888-57.2% | $71,209-55.0% | $142,382-77.5% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 10.28% | 345.14%-334.9pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $529 | $2,854-81.5% | $2,721-80.6% | $4,299-87.7% |
| Participant deferral / active EE | $796 | $4,454-82.1% | $4,175-80.9% | $6,507-87.8% |
| Admin fee / account holder | $7,021 | $5,568+26.1% | $5,349+31.3% | $12,624-44.4% |