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 | $108,018 | $106,749+1.2% | $145,433-25.7% | $82,448+31.0% |
| Participation rate | 34.6% | 75.6%-41.0pp | 82.1%-47.5pp | 68.1%-33.5pp |
| Annual return | 13.53% | 27.59%-14.1pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $711 | $3,444-79.3% | $4,554-84.4% | $2,551-72.1% |
| Participant deferral / active EE | $2,760 | $6,519-57.7% | $7,897-65.0% | $4,139-33.3% |
| Admin fee / account holder | $12,340 | $8,390+47.1% | $13,129-6.0% | $7,234+70.6% |