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 | $103,839 | $91,538+13.4% | $129,995-20.1% | $75,163+38.2% |
| Participation rate | 38.5% | 71.4%-33.0pp | 78.5%-40.0pp | 67.2%-28.7pp |
| Annual return | 8.51% | -631.11%+639.6pp | -137.18%+145.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,024 | $2,845-64.0% | $4,320-76.3% | $2,670-61.6% |
| Participant deferral / active EE | $3,566 | $4,341-17.9% | $5,820-38.7% | $4,125-13.6% |
| Admin fee / account holder | $3,489 | $6,790-48.6% | $10,614-67.1% | $5,651-38.3% |