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 | $28,893 | $51,638-44.0% | $68,368-57.7% | $82,448-65.0% |
| Participation rate | 65.4% | 63.6%+1.8pp | 73.8%-8.4pp | 68.1%-2.7pp |
| Annual return | 11.72% | 37.53%-25.8pp | 292.57%-280.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,375 | $2,047-32.8% | $2,649-48.1% | $2,551-46.1% |
| Participant deferral / active EE | $4,201 | $2,914+44.2% | $4,123+1.9% | $4,139+1.5% |
| Admin fee / account holder | $10,755 | $4,643+131.6% | $5,150+108.8% | $7,234+48.7% |