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 | $20,524 | $49,922-58.9% | $80,569-74.5% | $75,163-72.7% |
| Participation rate | 42.3% | 55.3%-13.0pp | 67.0%-24.7pp | 67.2%-24.9pp |
| Annual return | 12.90% | 34.69%-21.8pp | 935.43%-922.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $532 | $1,698-68.6% | $2,723-80.5% | $2,670-80.1% |
| Participant deferral / active EE | $1,434 | $2,990-52.1% | $4,447-67.8% | $4,125-65.2% |
| Admin fee / account holder | $5,230 | $3,577+46.2% | $5,377-2.7% | $5,651-7.5% |