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 6-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 | $101,672 | $86,929+17.0% | $102,423-0.7% | $80,856+25.7% |
| Participation rate | 63.2% | 72.4%-9.1pp | 76.5%-13.3pp | 67.6%-4.4pp |
| Annual return | 8.73% | 18.88%-10.2pp | 29.32%-20.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,815 | $4,118-7.4% | $5,053-24.5% | $4,296-11.2% |
| Admin fee / account holder | $11,315 | $8,049+40.6% | $9,451+19.7% | $6,918+63.6% |