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 | $10,682 | $56,317-81.0% | $71,209-85.0% | $74,304-85.6% |
| Participation rate | 67.9% | 55.1%+12.8pp | 73.8%-5.9pp | 60.3%+7.5pp |
| Annual return | 8.99% | 42.83%-33.8pp | 282.51%-273.5pp | 29.43%-20.4pp |
| Employer contribution / active EE | $655 | $2,160-69.7% | $2,721-75.9% | $2,241-70.8% |
| Participant deferral / active EE | $1,472 | $2,788-47.2% | $4,175-64.7% | $3,767-60.9% |
| Admin fee / account holder | $1,585 | $2,290-30.8% | $5,349-70.4% | $2,969-46.6% |