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 | $17,073 | $30,400-43.8% | $53,898-68.3% | $84,808-79.9% |
| Participation rate | 28.0% | 46.4%-18.4pp | 55.0%-27.0pp | 68.3%-40.3pp |
| Annual return | 8.25% | 500.19%-491.9pp | 528.60%-520.4pp | 40.90%-32.7pp |
| Employer contribution / active EE | $403 | $603-33.2% | $932-56.8% | $2,631-84.7% |
| Participant deferral / active EE | $1,759 | $1,199+46.8% | $1,826-3.7% | $4,212-58.2% |
| Admin fee / account holder | $33,908 | $1,993+1601.1% | $2,491+1261.3% | $7,344+361.7% |