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 | $109,270 | $95,803+14.1% | $113,168-3.4% | $84,808+28.8% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 10.33% | 25.00%-14.7pp | 24.27%-13.9pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,597 | $2,360-32.3% | $2,975-46.3% | $2,631-39.3% |
| Participant deferral / active EE | $3,313 | $4,242-21.9% | $5,107-35.1% | $4,212-21.3% |
| Admin fee / account holder | $6,248 | $8,989-30.5% | $12,068-48.2% | $7,344-14.9% |