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 | $36,501 | $34,308+6.4% | $74,701-51.1% | $72,985-50.0% |
| Participation rate | 45.0% | 42.4%+2.6pp | 54.5%-9.5pp | 69.5%-24.5pp |
| Annual return | 17.51% | 26.58%-9.1pp | 752.92%-735.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $367 | $692-47.0% | $1,084-66.1% | $2,440-85.0% |
| Participant deferral / active EE | $1,022 | $1,271-19.7% | $1,964-48.0% | $3,607-71.7% |
| Admin fee / account holder | $4,110 | $2,124+93.5% | $3,333+23.3% | $5,124-19.8% |