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 | $36,844 | $95,561-61.4% | $77,163-52.3% | $139,434-73.6% |
| Participation rate | 53.8% | 73.9%-20.1pp | 69.6%-15.7pp | 80.3%-26.5pp |
| Annual return | 0.85% | 54.92%-54.1pp | 37.87%-37.0pp | 372.94%-372.1pp |
| Employer contribution / active EE | $2,055 | $3,147-34.7% | $2,535-18.9% | $4,751-56.7% |
| Participant deferral / active EE | $4,895 | $4,624+5.9% | $3,833+27.7% | $6,710-27.0% |
| Admin fee / account holder | $401 | $8,295-95.2% | $5,472-92.7% | $11,403-96.5% |