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 10-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 | $33,289 | $65,561-49.2% | $86,188-61.4% | $75,163-55.7% |
| Participation rate | 63.4% | 60.5%+2.9pp | 69.0%-5.5pp | 67.2%-3.8pp |
| Annual return | 11.72% | 46.05%-34.3pp | 1168.45%-1156.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $526 | $1,553-66.1% | $2,380-77.9% | $2,670-80.3% |
| Participant deferral / active EE | $3,037 | $3,024+0.4% | $3,985-23.8% | $4,125-26.4% |
| Admin fee / account holder | $1,896 | $5,474-65.4% | $6,852-72.3% | $5,651-66.4% |