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 | $12,790 | $30,400-57.9% | $53,898-76.3% | $84,808-84.9% |
| Participation rate | 16.1% | 46.4%-30.3pp | 55.0%-38.8pp | 68.3%-52.2pp |
| Annual return | 10.28% | 500.19%-489.9pp | 528.60%-518.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $491 | $1,199-59.0% | $1,826-73.1% | $4,212-88.3% |
| Admin fee / account holder | $811 | $1,993-59.3% | $2,491-67.4% | $7,344-89.0% |