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 3-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 | $43,666 | $80,717-45.9% | $154,803-71.8% | $84,808-48.5% |
| Participation rate | 15.9% | 66.8%-50.9pp | 78.1%-62.2pp | 68.3%-52.4pp |
| Annual return | 10.63% | 37.96%-27.3pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $425 | $2,761-84.6% | $4,305-90.1% | $2,631-83.9% |
| Participant deferral / active EE | $981 | $3,303-70.3% | $5,540-82.3% | $4,212-76.7% |
| Admin fee / account holder | $501 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |