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 | $35,384 | $57,016-37.9% | $84,966-58.4% | $80,856-56.2% |
| Participation rate | 57.3% | 56.3%+1.0pp | 67.5%-10.2pp | 67.6%-10.3pp |
| Annual return | 9.39% | 21.66%-12.3pp | 66.38%-57.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,507 | $1,798-16.2% | $2,727-44.7% | $2,755-45.3% |
| Participant deferral / active EE | $3,253 | $3,110+4.6% | $4,519-28.0% | $4,296-24.3% |
| Admin fee / account holder | $4,725 | $4,980-5.1% | $6,149-23.2% | $6,918-31.7% |