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 | $46,109 | $69,207-33.4% | $64,056-28.0% | $139,434-66.9% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | -4.53% | 45.88%-50.4pp | 33.69%-38.2pp | 372.94%-377.5pp |
| Employer contribution / active EE | $608 | $3,182-80.9% | $2,747-77.9% | $4,751-87.2% |
| Participant deferral / active EE | $2,292 | $4,682-51.1% | $3,880-40.9% | $6,710-65.8% |
| Admin fee / account holder | $2,000 | $4,244-52.9% | $3,068-34.8% | $11,403-82.5% |