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 3-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 | $36,768 | $45,031-18.3% | $85,009-56.7% | $77,671-52.7% |
| Participation rate | 33.3% | 48.7%-15.3pp | 67.5%-34.2pp | 70.6%-37.2pp |
| Annual return | 11.22% | 79.22%-68.0pp | 66.47%-55.3pp | 31.21%-20.0pp |
| Employer contribution / active EE | $225 | $1,609-86.0% | $2,728-91.8% | $2,726-91.8% |
| Participant deferral / active EE | $4,021 | $2,807+43.2% | $4,522-11.1% | $4,648-13.5% |
| Admin fee / account holder | $4,184 | $912+358.9% | $6,153-32.0% | $430+872.2% |