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 7-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 | $56,036 | $55,371+1.2% | $95,585-41.4% | $74,304-24.6% |
| Participation rate | 62.5% | 53.8%+8.7pp | 72.1%-9.6pp | 60.3%+2.2pp |
| Annual return | 13.57% | 24.26%-10.7pp | 38.56%-25.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,581 | $1,437+10.0% | $2,527-37.4% | $2,241-29.5% |
| Participant deferral / active EE | $3,087 | $2,955+4.5% | $4,023-23.2% | $3,767-18.0% |
| Admin fee / account holder | $6,689 | $2,620+155.3% | $6,127+9.2% | $2,969+125.3% |