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 | $45,684 | $70,669-35.4% | $169,368-73.0% | $75,163-39.2% |
| Participation rate | 24.4% | 64.8%-40.3pp | 77.1%-52.7pp | 67.2%-42.7pp |
| Annual return | 12.37% | 36.36%-24.0pp | 405.60%-393.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,050 | $2,211-52.5% | $4,013-73.8% | $2,670-60.7% |
| Participant deferral / active EE | $1,685 | $4,311-60.9% | $6,221-72.9% | $4,125-59.2% |
| Admin fee / account holder | $5,483 | $5,402+1.5% | $9,003-39.1% | $5,651-3.0% |