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 | $31,823 | $56,114-43.3% | $96,139-66.9% | $85,850-62.9% |
| Participation rate | 57.6% | 56.7%+0.9pp | 68.4%-10.9pp | 69.3%-11.7pp |
| Annual return | 10.40% | 42.30%-31.9pp | 191.94%-181.5pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,440 | $1,620-11.1% | $2,797-48.5% | $2,565-43.9% |
| Participant deferral / active EE | $2,009 | $2,859-29.7% | $4,349-53.8% | $3,952-49.2% |
| Admin fee / account holder | $6,813 | $3,768+80.8% | $5,537+23.0% | $6,260+8.8% |