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 | $55,625 | $148,534-62.6% | $135,903-59.1% | $139,434-60.1% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 1.29% | 79.19%-77.9pp | 68.23%-66.9pp | 372.94%-371.7pp |
| Employer contribution / active EE | $2,508 | $5,243-52.2% | $4,856-48.3% | $4,751-47.2% |
| Participant deferral / active EE | $4,500 | $8,100-44.4% | $7,758-42.0% | $6,710-32.9% |
| Admin fee / account holder | $672 | $12,400-94.6% | $10,762-93.8% | $11,403-94.1% |