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 | $37,225 | $215,361-82.7% | $171,082-78.2% | $273,961-86.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 76.7%-7.5pp | 83.0%-13.8pp |
| Annual return | 0.24% | 25.14%-24.9pp | 32.56%-32.3pp | 41.45%-41.2pp |
| Employer contribution / active EE | $1,709 | $4,967-65.6% | $4,002-57.3% | $4,869-64.9% |
| Participant deferral / active EE | $6,626 | $5,543+19.5% | $4,797+38.1% | $5,287+25.3% |
| Admin fee / account holder | $1,905 | $10,846-82.4% | $8,520-77.6% | $10,132-81.2% |