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 | $60,034 | $70,669-15.0% | $169,368-64.6% | $75,163-20.1% |
| Participation rate | 37.9% | 64.8%-26.9pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 12.68% | 36.36%-23.7pp | 405.60%-392.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,711 | $2,211-22.6% | $4,013-57.4% | $2,670-35.9% |
| Participant deferral / active EE | $3,179 | $4,311-26.2% | $6,221-48.9% | $4,125-22.9% |
| Admin fee / account holder | $21,148 | $5,402+291.5% | $9,003+134.9% | $5,651+274.2% |