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 | $82,228 | $111,754-26.4% | $103,333-20.4% | $145,922-43.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 8.85% | 24.77%-15.9pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,038 | $4,212-51.6% | $3,868-47.3% | $4,660-56.3% |
| Participant deferral / active EE | $7,792 | $5,619+38.7% | $5,057+54.1% | $6,688+16.5% |
| Admin fee / account holder | $9,357 | $9,750-4.0% | $8,355+12.0% | $13,397-30.2% |