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 | $50,321 | $81,446-38.2% | $103,374-51.3% | $80,874-37.8% |
| Participation rate | 65.6% | 66.9%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 9.91% | 25.57%-15.7pp | 24.89%-15.0pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,031 | $3,107-34.6% | $3,869-47.5% | $2,756-26.3% |
| Participant deferral / active EE | $4,544 | $3,870+17.4% | $5,058-10.2% | $4,297+5.8% |
| Admin fee / account holder | $5,099 | $6,715-24.1% | $8,394-39.3% | $6,935-26.5% |