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 6-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 | $87,141 | $78,422+11.1% | $95,952-9.2% | $79,858+9.1% |
| Participation rate | 52.7% | 73.5%-20.7pp | 77.1%-24.3pp | 69.6%-16.9pp |
| Annual return | 9.08% | 19.37%-10.3pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $997 | $1,945-48.8% | $2,541-60.8% | $2,471-59.7% |
| Participant deferral / active EE | $2,256 | $3,440-34.4% | $4,167-45.9% | $3,740-39.7% |
| Admin fee / account holder | $7,287 | $5,622+29.6% | $6,795+7.2% | $5,306+37.3% |