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 | $47,180 | $117,983-60.0% | $101,794-53.7% | $142,382-66.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 4.65% | 36.92%-32.3pp | 30.53%-25.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,871 | $2,773-32.5% | $2,289-18.3% | $4,299-56.5% |
| Participant deferral / active EE | $2,607 | $4,714-44.7% | $4,084-36.2% | $6,507-59.9% |
| Admin fee / account holder | $268,903 | $10,433+2477.3% | $8,777+2963.7% | $12,624+2030.1% |