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 9-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 | $54,925 | $51,175+7.3% | $70,515-22.1% | $75,163-26.9% |
| Participation rate | 60.7% | 60.9%-0.2pp | 68.3%-7.6pp | 67.2%-6.5pp |
| Annual return | 12.64% | 30.02%-17.4pp | 32.77%-20.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $419 | $1,826-77.1% | $2,973-85.9% | $2,670-84.3% |
| Participant deferral / active EE | $1,924 | $2,849-32.5% | $4,567-57.9% | $4,125-53.4% |
| Admin fee / account holder | $10,437 | $4,091+155.2% | $6,412+62.8% | $5,651+84.7% |