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 | $23,964 | $89,355-73.2% | $141,162-83.0% | $72,985-67.2% |
| Participation rate | 9.6% | 75.1%-65.5pp | 82.5%-72.9pp | 69.5%-59.9pp |
| Annual return | 16.53% | 111.85%-95.3pp | 71.39%-54.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $854 | $3,114-72.6% | $4,735-82.0% | $2,440-65.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $957 | $5,958-83.9% | $10,261-90.7% | $5,124-81.3% |