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 | $46,674 | $117,841-60.4% | $102,423-54.4% | $145,922-68.0% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 6.12% | 31.65%-25.5pp | 29.32%-23.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $3,632 | $3,615+0.5% | $3,023+20.1% | $4,660-22.1% |
| Participant deferral / active EE | $4,349 | $5,731-24.1% | $5,053-13.9% | $6,688-35.0% |
| Admin fee / account holder | $898 | $13,326-93.3% | $9,451-90.5% | $13,397-93.3% |