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 | $74,022 | $65,041+13.8% | $90,951-18.6% | $79,858-7.3% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | -2.35% | 30.45%-32.8pp | 134.60%-136.9pp | 31.71%-34.1pp |
| Employer contribution / active EE | $739 | $1,247-40.8% | $2,122-65.2% | $2,471-70.1% |
| Participant deferral / active EE | $1,227 | $2,512-51.1% | $3,373-63.6% | $3,740-67.2% |
| Admin fee / account holder | $646 | $4,536-85.8% | $5,959-89.2% | $5,306-87.8% |