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 | $76,182 | $79,013-3.6% | $100,391-24.1% | $74,495+2.3% |
| Participation rate | 69.0% | 79.5%-10.5pp | 81.5%-12.5pp | 67.2%+1.8pp |
| Annual return | 12.47% | 20.41%-7.9pp | 49.20%-36.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,010 | $3,021-66.6% | $3,942-74.4% | $2,623-61.5% |
| Participant deferral / active EE | $7,327 | $7,760-5.6% | $8,082-9.3% | $4,346+68.6% |
| Admin fee / account holder | $13,259 | $1,320+904.5% | $7,899+67.9% | $1,942+582.9% |