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 | $36,635 | $102,317-64.2% | $146,958-75.1% | $80,856-54.7% |
| Participation rate | 67.6% | 75.8%-8.3pp | 82.2%-14.6pp | 67.6%-0.1pp |
| Annual return | 11.14% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,965 | $3,713-47.1% | $4,933-60.2% | $2,755-28.7% |
| Participant deferral / active EE | $4,085 | $6,644-38.5% | $8,070-49.4% | $4,296-4.9% |
| Admin fee / account holder | $1,878 | $7,941-76.3% | $12,998-85.5% | $6,918-72.8% |