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 | $47,501 | $111,814-57.5% | $103,374-54.0% | $145,959-67.5% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 7.66% | 24.77%-17.1pp | 24.89%-17.2pp | 561.95%-554.3pp |
| Employer contribution / active EE | $965 | $4,214-77.1% | $3,869-75.1% | $4,661-79.3% |
| Participant deferral / active EE | $2,356 | $5,618-58.1% | $5,058-53.4% | $6,689-64.8% |
| Admin fee / account holder | $5,524 | $9,754-43.4% | $8,394-34.2% | $13,398-58.8% |