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 | $88,449 | $81,460+8.6% | $103,333-14.4% | $80,856+9.4% |
| Participation rate | 65.9% | 66.8%-1.0pp | 74.5%-8.7pp | 67.6%-1.8pp |
| Annual return | 9.03% | 25.55%-16.5pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $7,127 | $3,105+129.5% | $3,868+84.3% | $2,755+158.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,093 | $6,566-22.4% | $8,355-39.0% | $6,918-26.4% |