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 | $49,915-5.0% | $154,803-69.4% | $74,304-36.2% |
| Participation rate | 31.8% | 54.0%-22.1pp | 78.1%-46.3pp | 60.3%-28.5pp |
| Annual return | 10.09% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,025 | $1,611-36.4% | $4,305-76.2% | $2,241-54.3% |
| Participant deferral / active EE | $1,831 | $2,255-18.8% | $5,540-66.9% | $3,767-51.4% |
| Admin fee / account holder | $3,733 | $2,189+70.5% | $14,329-73.9% | $2,969+25.7% |