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 | $58,390 | $74,888-22.0% | $71,209-18.0% | $142,382-59.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 12.23% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,564 | $2,854-45.2% | $2,721-42.5% | $4,299-63.6% |
| Participant deferral / active EE | $4,470 | $4,454+0.3% | $4,175+7.1% | $6,507-31.3% |
| Admin fee / account holder | $574 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |