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 9-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 | $60,504 | $55,706+8.6% | $75,886-20.3% | $72,985-17.1% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.3%-1.6pp | 69.5%-1.8pp |
| Annual return | 14.16% | 27.59%-13.4pp | 30.76%-16.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,395 | $1,687-17.3% | $2,500-44.2% | $2,440-42.8% |
| Participant deferral / active EE | $3,817 | $2,634+44.9% | $3,603+5.9% | $3,607+5.8% |
| Admin fee / account holder | $4,111 | $3,978+3.3% | $5,418-24.1% | $5,124-19.8% |