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 | $31,174 | $49,173-36.6% | $121,098-74.3% | $75,163-58.5% |
| Participation rate | 21.4% | 55.4%-34.0pp | 69.5%-48.1pp | 67.2%-45.8pp |
| Annual return | 10.75% | 55.99%-45.2pp | 985.75%-975.0pp | 160.62%-149.9pp |
| Employer contribution / active EE | $385 | $1,546-75.1% | $4,164-90.8% | $2,670-85.6% |
| Participant deferral / active EE | $1,050 | $2,628-60.1% | $4,080-74.3% | $4,125-74.6% |
| Admin fee / account holder | $11,212 | $3,942+184.4% | $5,644+98.6% | $5,651+98.4% |