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 | $60,022+62.5% | $88,946+9.6% | $84,808+15.0% |
| Participation rate | 57.7% | 57.8%-0.1pp | 68.8%-11.2pp | 68.3%-10.6pp |
| Annual return | 11.70% | 22.43%-10.7pp | 57.82%-46.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,791 | $3,114+182.3% | $4,581+91.9% | $4,212+108.7% |
| Admin fee / account holder | $9,248 | $4,811+92.2% | $8,261+11.9% | $7,344+25.9% |