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 | $67,292 | $61,605+9.2% | $112,229-40.0% | $75,163-10.5% |
| Participation rate | 43.8% | 61.7%-17.9pp | 72.4%-28.7pp | 67.2%-23.4pp |
| Annual return | 11.07% | 28.47%-17.4pp | 30.20%-19.1pp | 160.62%-149.5pp |
| Employer contribution / active EE | $538 | $2,015-73.3% | $3,430-84.3% | $2,670-79.9% |
| Participant deferral / active EE | $2,287 | $3,108-26.4% | $4,798-52.3% | $4,125-44.6% |
| Admin fee / account holder | $41,645 | $4,862+756.5% | $7,748+437.5% | $5,651+637.0% |