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 | $62,519 | $60,022+4.2% | $88,946-29.7% | $84,808-26.3% |
| Participation rate | 14.5% | 57.8%-43.3pp | 68.8%-54.4pp | 68.3%-53.8pp |
| Annual return | 12.79% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $281 | $1,703-83.5% | $2,555-89.0% | $2,631-89.3% |
| Participant deferral / active EE | $1,285 | $3,114-58.7% | $4,581-72.0% | $4,212-69.5% |
| Admin fee / account holder | $1,741 | $4,811-63.8% | $8,261-78.9% | $7,344-76.3% |