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 | $73,183 | $77,314-5.3% | $177,989-58.9% | $80,856-9.5% |
| Participation rate | 47.5% | 65.7%-18.2pp | 77.1%-29.6pp | 67.6%-20.1pp |
| Annual return | 10.02% | 18.09%-8.1pp | 294.48%-284.5pp | 35.59%-25.6pp |
| Employer contribution / active EE | $720 | $2,292-68.6% | $3,949-81.8% | $2,755-73.9% |
| Participant deferral / active EE | $3,634 | $4,411-17.6% | $6,276-42.1% | $4,296-15.4% |
| Admin fee / account holder | $1,698 | $7,191-76.4% | $10,363-83.6% | $6,918-75.5% |