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 | $27,514 | $64,839-57.6% | $95,585-71.2% | $84,808-67.6% |
| Participation rate | 55.2% | 63.8%-8.6pp | 72.1%-16.9pp | 68.3%-13.1pp |
| Annual return | 12.30% | -670.96%+683.3pp | 38.56%-26.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $996 | $1,759-43.4% | $2,527-60.6% | $2,631-62.1% |
| Participant deferral / active EE | $1,617 | $2,965-45.5% | $4,023-59.8% | $4,212-61.6% |
| Admin fee / account holder | $1,159 | $5,964-80.6% | $6,127-81.1% | $7,344-84.2% |