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 | $149,314 | $175,202-14.8% | $149,673-0.2% | $139,434+7.1% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 8.84% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,671 | $5,474-69.5% | $4,818-65.3% | $4,751-64.8% |
| Participant deferral / active EE | $7,875 | $6,519+20.8% | $5,680+38.7% | $6,710+17.4% |
| Admin fee / account holder | $4,039 | $16,150-75.0% | $13,210-69.4% | $11,403-64.6% |