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 4-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 | $91,167 | $125,758-27.5% | $169,993-46.4% | $75,163+21.3% |
| Participation rate | 27.3% | 83.6%-56.3pp | 87.0%-59.7pp | 67.2%-39.9pp |
| Annual return | 12.39% | 27.20%-14.8pp | 53.37%-41.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,942 | $4,615-57.9% | $6,785-71.4% | $2,670-27.3% |
| Participant deferral / active EE | $3,862 | $6,837-43.5% | $10,408-62.9% | $4,125-6.4% |
| Admin fee / account holder | $118,102 | $8,173+1345.0% | $12,815+821.6% | $5,651+1990.0% |