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 | $97,763 | $127,065-23.1% | $113,168-13.6% | $142,382-31.3% |
| Participation rate | 20.0% | 79.2%-59.2pp | 76.6%-56.6pp | 80.1%-60.1pp |
| Annual return | -6.23% | 24.03%-30.3pp | 24.27%-30.5pp | 217.08%-223.3pp |
| Employer contribution / active EE | $845 | $3,442-75.5% | $2,975-71.6% | $4,299-80.3% |
| Participant deferral / active EE | $7,521 | $5,716+31.6% | $5,107+47.3% | $6,507+15.6% |
| Admin fee / account holder | $3,121 | $15,736-80.2% | $12,068-74.1% | $12,624-75.3% |