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 | $46,759 | $30,400+53.8% | $53,898-13.2% | $84,808-44.9% |
| Participation rate | 30.1% | 46.4%-16.3pp | 55.0%-24.8pp | 68.3%-38.2pp |
| Annual return | 12.71% | 500.19%-487.5pp | 528.60%-515.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $592 | $603-1.8% | $932-36.5% | $2,631-77.5% |
| Participant deferral / active EE | $1,233 | $1,199+2.9% | $1,826-32.5% | $4,212-70.7% |
| Admin fee / account holder | $11,060 | $1,993+454.9% | $2,491+344.0% | $7,344+50.6% |