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 | $116,700 | $172,111-32.2% | $150,298-22.4% | $137,256-15.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 3.37% | 69.37%-66.0pp | 62.79%-59.4pp | 220.34%-217.0pp |
| Employer contribution / active EE | $2,384 | $4,636-48.6% | $4,154-42.6% | $4,156-42.6% |
| Participant deferral / active EE | $5,625 | $6,166-8.8% | $5,453+3.2% | $6,407-12.2% |
| Admin fee / account holder | $11,864 | $16,471-28.0% | $14,116-16.0% | $12,270-3.3% |