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 | $8,082 | $30,400-73.4% | $53,898-85.0% | $84,808-90.5% |
| Participation rate | 59.5% | 46.4%+13.0pp | 55.0%+4.5pp | 68.3%-8.9pp |
| Annual return | 13.76% | 500.19%-486.4pp | 528.60%-514.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $429 | $603-28.9% | $932-54.0% | $2,631-83.7% |
| Participant deferral / active EE | $609 | $1,199-49.2% | $1,826-66.7% | $4,212-85.5% |
| Admin fee / account holder | $1,268 | $1,993-36.4% | $2,491-49.1% | $7,344-82.7% |