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 | $31,364 | $81,625-61.6% | $58,482-46.4% | $139,434-77.5% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 5.96% | 7404.20%-7398.2pp | 4239.32%-4233.4pp | 372.94%-367.0pp |
| Employer contribution / active EE | $725 | $1,398-48.1% | $1,053-31.2% | $4,751-84.7% |
| Participant deferral / active EE | $3,384 | $2,557+32.4% | $1,924+75.9% | $6,710-49.6% |
| Admin fee / account holder | $5,076 | $3,265+55.5% | $2,516+101.8% | $11,403-55.5% |