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 | $50,059 | $46,553+7.5% | $64,056-21.9% | $75,163-33.4% |
| Participation rate | 41.4% | 65.9%-24.6pp | 72.3%-30.9pp | 67.2%-25.8pp |
| Annual return | 6.10% | 26.03%-19.9pp | 33.69%-27.6pp | 160.62%-154.5pp |
| Employer contribution / active EE | $489 | $1,974-75.2% | $2,747-82.2% | $2,670-81.7% |
| Participant deferral / active EE | $1,248 | $2,837-56.0% | $3,880-67.8% | $4,125-69.7% |
| Admin fee / account holder | $4,905 | $2,952+66.2% | $3,068+59.9% | $5,651-13.2% |