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 | $27,117 | $51,576-47.4% | $129,207-79.0% | $80,856-66.5% |
| Participation rate | 61.5% | 57.0%+4.6pp | 69.6%-8.1pp | 67.6%-6.1pp |
| Annual return | 10.66% | 20.81%-10.1pp | 9417.33%-9406.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,743 | $2,669+40.3% | $4,168-10.2% | $4,296-12.9% |
| Admin fee / account holder | $978 | $4,305-77.3% | $7,715-87.3% | $6,918-85.9% |