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 | $22,594 | $163,101-86.1% | $136,749-83.5% | $142,382-84.1% |
| Participation rate | 35.7% | 78.2%-42.5pp | 72.1%-36.4pp | 80.1%-44.4pp |
| Annual return | 8.70% | 27.54%-18.8pp | 24.33%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $848 | $4,117-79.4% | $3,400-75.1% | $4,299-80.3% |
| Participant deferral / active EE | $1,457 | $5,585-73.9% | $4,692-68.9% | $6,507-77.6% |
| Admin fee / account holder | $18,265 | $14,318+27.6% | $11,386+60.4% | $12,624+44.7% |