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 | $15,110 | $27,915-45.9% | $58,482-74.2% | $75,163-79.9% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 14.04% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $621 | $669-7.2% | $1,053-41.1% | $2,670-76.7% |
| Participant deferral / active EE | $1,074 | $1,201-10.6% | $1,924-44.2% | $4,125-74.0% |
| Admin fee / account holder | $2,599 | $1,726+50.6% | $2,516+3.3% | $5,651-54.0% |