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 | $59,009 | $73,933-20.2% | $96,683-39.0% | $75,163-21.5% |
| Participation rate | 49.2% | 66.4%-17.2pp | 74.3%-25.1pp | 67.2%-18.0pp |
| Annual return | 12.13% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,265 | $2,928-56.8% | $3,737-66.1% | $2,670-52.6% |
| Participant deferral / active EE | $4,003 | $3,659+9.4% | $4,878-17.9% | $4,125-3.0% |
| Admin fee / account holder | $849 | $5,216-83.7% | $6,730-87.4% | $5,651-85.0% |