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 | $23,786 | $65,561-63.7% | $86,188-72.4% | $75,163-68.4% |
| Participation rate | 48.2% | 60.5%-12.3pp | 69.0%-20.7pp | 67.2%-19.0pp |
| Annual return | 11.37% | 46.05%-34.7pp | 1168.45%-1157.1pp | 160.62%-149.2pp |
| Employer contribution / active EE | $821 | $1,553-47.1% | $2,380-65.5% | $2,670-69.2% |
| Participant deferral / active EE | $1,541 | $3,024-49.0% | $3,985-61.3% | $4,125-62.7% |
| Admin fee / account holder | $9,982 | $5,474+82.4% | $6,852+45.7% | $5,651+76.7% |