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 | $51,604-47.5% | $129,295-79.0% | $80,874-66.5% |
| Participation rate | 61.5% | 57.0%+4.6pp | 69.6%-8.1pp | 67.6%-6.1pp |
| Annual return | 10.66% | 20.76%-10.1pp | 9429.28%-9418.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,743 | $2,670+40.2% | $4,169-10.2% | $4,297-12.9% |
| Admin fee / account holder | $978 | $4,310-77.3% | $7,665-87.2% | $6,935-85.9% |