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 | $144,759 | $54,705+164.6% | $71,209+103.3% | $84,808+70.7% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 6.86% | 35.90%-29.0pp | 282.51%-275.7pp | 40.90%-34.0pp |
| Employer contribution / active EE | $708 | $2,158-67.2% | $2,721-74.0% | $2,631-73.1% |
| Participant deferral / active EE | $2,915 | $3,030-3.8% | $4,175-30.2% | $4,212-30.8% |
| Admin fee / account holder | $40,772 | $4,863+738.3% | $5,349+662.3% | $7,344+455.2% |