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 | $83,634 | $61,605+35.8% | $112,229-25.5% | $75,163+11.3% |
| Participation rate | 42.0% | 61.7%-19.7pp | 72.4%-30.4pp | 67.2%-25.2pp |
| Annual return | 10.41% | 28.47%-18.1pp | 30.20%-19.8pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,033 | $2,015-48.7% | $3,430-69.9% | $2,670-61.3% |
| Participant deferral / active EE | $2,685 | $3,108-13.6% | $4,798-44.0% | $4,125-34.9% |
| Admin fee / account holder | $449 | $4,862-90.8% | $7,748-94.2% | $5,651-92.1% |