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 | $50,416 | $65,561-23.1% | $86,188-41.5% | $75,163-32.9% |
| Participation rate | 54.2% | 60.5%-6.3pp | 69.0%-14.7pp | 67.2%-13.0pp |
| Annual return | 12.32% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $410 | $1,553-73.6% | $2,380-82.8% | $2,670-84.7% |
| Participant deferral / active EE | $1,488 | $3,024-50.8% | $3,985-62.7% | $4,125-63.9% |
| Admin fee / account holder | $5,212 | $5,474-4.8% | $6,852-23.9% | $5,651-7.8% |