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 | $84,717 | $79,944+6.0% | $98,439-13.9% | $75,163+12.7% |
| Participation rate | 26.9% | 70.4%-43.4pp | 75.2%-48.2pp | 67.2%-40.3pp |
| Annual return | 12.79% | 19.75%-7.0pp | 21.16%-8.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,262 | $2,264-44.2% | $3,048-58.6% | $2,670-52.7% |
| Participant deferral / active EE | $2,238 | $3,752-40.4% | $4,738-52.8% | $4,125-45.8% |
| Admin fee / account holder | $2,017 | $6,840-70.5% | $8,948-77.5% | $5,651-64.3% |