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 | $47,422 | $45,343+4.6% | $150,298-68.4% | $67,986-30.2% |
| Participation rate | 31.8% | 51.9%-20.0pp | 77.8%-45.9pp | 57.2%-25.4pp |
| Annual return | 10.09% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $1,025 | $1,462-29.9% | $4,154-75.3% | $2,019-49.2% |
| Participant deferral / active EE | $1,831 | $2,055-10.9% | $5,453-66.4% | $3,358-45.5% |
| Admin fee / account holder | $3,733 | $2,250+65.9% | $14,116-73.6% | $3,203+16.5% |