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 | $66,300 | $60,022+10.5% | $88,946-25.5% | $84,808-21.8% |
| Participation rate | 23.6% | 57.8%-34.2pp | 68.8%-45.2pp | 68.3%-44.7pp |
| Annual return | 12.31% | 22.43%-10.1pp | 57.82%-45.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,427 | $1,703-16.2% | $2,555-44.2% | $2,631-45.8% |
| Participant deferral / active EE | $3,469 | $3,114+11.4% | $4,581-24.3% | $4,212-17.6% |
| Admin fee / account holder | $6,208 | $4,811+29.0% | $8,261-24.8% | $7,344-15.5% |