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 | $98,746 | $49,922+97.8% | $80,569+22.6% | $75,163+31.4% |
| Participation rate | 55.2% | 55.3%-0.1pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 4.07% | 34.69%-30.6pp | 935.43%-931.4pp | 160.62%-156.5pp |
| Employer contribution / active EE | $1,306 | $1,698-23.1% | $2,723-52.1% | $2,670-51.1% |
| Participant deferral / active EE | $2,439 | $2,990-18.5% | $4,447-45.2% | $4,125-40.9% |
| Admin fee / account holder | $3,789 | $3,577+5.9% | $5,377-29.5% | $5,651-32.9% |