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 7-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 | $8,817 | $49,922-82.3% | $80,569-89.1% | $75,163-88.3% |
| Participation rate | 56.0% | 55.3%+0.7pp | 67.0%-11.0pp | 67.2%-11.2pp |
| Annual return | 13.98% | 34.69%-20.7pp | 935.43%-921.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $999 | $1,698-41.2% | $2,723-63.3% | $2,670-62.6% |
| Participant deferral / active EE | $2,303 | $2,990-23.0% | $4,447-48.2% | $4,125-44.2% |
| Admin fee / account holder | $5,233 | $3,577+46.3% | $5,377-2.7% | $5,651-7.4% |