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 4-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 | $97,512 | $57,590+69.3% | $86,233+13.1% | $82,448+18.3% |
| Participation rate | 57.7% | 57.9%-0.2pp | 69.0%-11.3pp | 68.1%-10.4pp |
| Annual return | 11.70% | 22.41%-10.7pp | 61.39%-49.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,791 | $3,080+185.4% | $4,559+92.8% | $4,139+112.4% |
| Admin fee / account holder | $9,248 | $4,730+95.5% | $8,342+10.9% | $7,234+27.8% |