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 | $43,676 | $60,323-27.6% | $81,812-46.6% | $74,495-41.4% |
| Participation rate | 9.2% | 62.9%-53.6pp | 72.3%-63.1pp | 67.2%-58.0pp |
| Annual return | 10.74% | 16.90%-6.2pp | 773.79%-763.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $363 | $2,620-86.1% | $2,912-87.5% | $2,623-86.2% |
| Participant deferral / active EE | $841 | $3,387-75.2% | $4,319-80.5% | $4,346-80.7% |
| Admin fee / account holder | $4,558 | $1,486+206.8% | $7,386-38.3% | $1,942+134.8% |