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 7-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 | $46,020 | $49,173-6.4% | $121,098-62.0% | $75,163-38.8% |
| Participation rate | 29.0% | 55.4%-26.4pp | 69.5%-40.5pp | 67.2%-38.2pp |
| Annual return | 13.60% | 55.99%-42.4pp | 985.75%-972.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,788 | $2,628+6.1% | $4,080-31.7% | $4,125-32.4% |
| Admin fee / account holder | $4,405 | $3,942+11.8% | $5,644-22.0% | $5,651-22.0% |