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 | $41,355 | $60,124-31.2% | $90,404-54.3% | $79,858-48.2% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 8.63% | 71.94%-63.3pp | 1293.02%-1284.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,251 | $2,068-39.5% | $3,262-61.7% | $2,471-49.4% |
| Participant deferral / active EE | $3,732 | $2,938+27.0% | $3,963-5.8% | $3,740-0.2% |
| Admin fee / account holder | $2,259 | $3,976-43.2% | $5,611-59.7% | $5,306-57.4% |