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 | $69,451 | $70,669-1.7% | $169,368-59.0% | $75,163-7.6% |
| Participation rate | 44.8% | 64.8%-20.0pp | 77.1%-32.3pp | 67.2%-22.4pp |
| Annual return | 11.43% | 36.36%-24.9pp | 405.60%-394.2pp | 160.62%-149.2pp |
| Employer contribution / active EE | $615 | $2,211-72.2% | $4,013-84.7% | $2,670-77.0% |
| Participant deferral / active EE | $3,100 | $4,311-28.1% | $6,221-50.2% | $4,125-24.9% |
| Admin fee / account holder | $1,735 | $5,402-67.9% | $9,003-80.7% | $5,651-69.3% |