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 | $53,892 | $70,428-23.5% | $96,562-44.2% | $85,850-37.2% |
| Participation rate | 66.0% | 61.8%+4.2pp | 69.8%-3.8pp | 69.3%-3.3pp |
| Annual return | 7.38% | 18.59%-11.2pp | 37.78%-30.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $392 | $1,413-72.2% | $2,356-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $1,418 | $2,894-51.0% | $3,849-63.2% | $3,952-64.1% |
| Admin fee / account holder | $80,254 | $4,997+1506.1% | $6,181+1198.5% | $6,260+1182.0% |