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 6-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 | $74,552 | $48,750+52.9% | $88,946-16.2% | $74,304+0.3% |
| Participation rate | 48.2% | 44.5%+3.7pp | 68.8%-20.7pp | 60.3%-12.2pp |
| Annual return | 9.57% | 25.91%-16.3pp | 57.82%-48.3pp | 29.43%-19.9pp |
| Employer contribution / active EE | $377 | $1,255-70.0% | $2,555-85.3% | $2,241-83.2% |
| Participant deferral / active EE | $2,047 | $2,423-15.5% | $4,581-55.3% | $3,767-45.7% |
| Admin fee / account holder | $8,222 | $3,756+118.9% | $8,261-0.5% | $2,969+177.0% |