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 8-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 | $56,771 | $49,915+13.7% | $154,803-63.3% | $74,304-23.6% |
| Participation rate | 26.4% | 54.0%-27.5pp | 78.1%-51.6pp | 60.3%-33.9pp |
| Annual return | 3.79% | 34.06%-30.3pp | 58.88%-55.1pp | 29.43%-25.6pp |
| Employer contribution / active EE | $248 | $1,611-84.6% | $4,305-94.2% | $2,241-88.9% |
| Participant deferral / active EE | $745 | $2,255-67.0% | $5,540-86.6% | $3,767-80.2% |
| Admin fee / account holder | $2,318 | $2,189+5.9% | $14,329-83.8% | $2,969-21.9% |