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 | $31,846 | $60,124-47.0% | $90,404-64.8% | $79,858-60.1% |
| Participation rate | 43.2% | 65.0%-21.7pp | 72.7%-29.4pp | 69.6%-26.4pp |
| Annual return | 4.82% | 71.94%-67.1pp | 1293.02%-1288.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,019 | $2,068-50.7% | $3,262-68.8% | $2,471-58.8% |
| Participant deferral / active EE | $1,677 | $2,938-42.9% | $3,963-57.7% | $3,740-55.2% |
| Admin fee / account holder | $5,244 | $3,976+31.9% | $5,611-6.5% | $5,306-1.2% |