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 | $60,935 | $43,075+41.5% | $74,583-18.3% | $62,891-3.1% |
| Participation rate | 62.2% | 58.1%+4.1pp | 68.1%-6.0pp | 69.3%-7.1pp |
| Annual return | 4.73% | 17.50%-12.8pp | 20.47%-15.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $696 | $1,498-53.5% | $2,525-72.4% | $2,281-69.5% |
| Participant deferral / active EE | $1,885 | $2,389-21.1% | $3,458-45.5% | $3,203-41.1% |
| Admin fee / account holder | $7,134 | $2,840+151.2% | $4,138+72.4% | $4,296+66.1% |