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 | $42,079 | $41,078+2.4% | $80,569-47.8% | $71,457-41.1% |
| Participation rate | 50.3% | 50.2%+0.1pp | 67.0%-16.7pp | 67.9%-17.6pp |
| Annual return | 14.39% | 38.45%-24.1pp | 935.43%-921.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $345 | $1,506-77.1% | $2,723-87.3% | $2,588-86.7% |
| Participant deferral / active EE | $2,062 | $2,699-23.6% | $4,447-53.6% | $4,289-51.9% |
| Admin fee / account holder | $2,859 | $1,840+55.3% | $5,377-46.8% | $1,587+80.1% |