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 | $36,248 | $48,230-24.8% | $67,502-46.3% | $80,856-55.2% |
| Participation rate | 49.0% | 66.4%-17.4pp | 72.9%-23.9pp | 67.6%-18.6pp |
| Annual return | 8.87% | 18.28%-9.4pp | 3512.12%-3503.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,305 | $2,020-35.4% | $2,731-52.2% | $2,755-52.6% |
| Participant deferral / active EE | $3,588 | $2,924+22.7% | $4,000-10.3% | $4,296-16.5% |
| Admin fee / account holder | $4,255 | $3,681+15.6% | $3,998+6.4% | $6,918-38.5% |