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 | $97,556 | $86,929+12.2% | $102,423-4.8% | $80,856+20.7% |
| Participation rate | 67.4% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.2pp |
| Annual return | 6.22% | 18.88%-12.7pp | 29.32%-23.1pp | 35.59%-29.4pp |
| Employer contribution / active EE | $1,105 | $2,369-53.4% | $3,023-63.4% | $2,755-59.9% |
| Participant deferral / active EE | $4,596 | $4,118+11.6% | $5,053-9.0% | $4,296+7.0% |
| Admin fee / account holder | $21,680 | $8,049+169.4% | $9,451+129.4% | $6,918+213.4% |