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 | $44,417 | $100,773-55.9% | $88,946-50.1% | $142,382-68.8% |
| Participation rate | 18.2% | 74.3%-56.1pp | 68.8%-50.7pp | 80.1%-61.9pp |
| Annual return | 4.57% | 70.18%-65.6pp | 57.82%-53.3pp | 217.08%-212.5pp |
| Employer contribution / active EE | $554 | $2,918-81.0% | $2,555-78.3% | $4,299-87.1% |
| Participant deferral / active EE | $2,639 | $5,230-49.5% | $4,581-42.4% | $6,507-59.4% |
| Admin fee / account holder | $4,969 | $9,693-48.7% | $8,261-39.9% | $12,624-60.6% |