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 4-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 | $103,215 | $86,929+18.7% | $102,423+0.8% | $80,856+27.7% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 8.76% | 18.88%-10.1pp | 29.32%-20.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,547 | $2,369-34.7% | $3,023-48.8% | $2,755-43.8% |
| Participant deferral / active EE | $3,459 | $4,118-16.0% | $5,053-31.5% | $4,296-19.5% |
| Admin fee / account holder | $5,159 | $8,049-35.9% | $9,451-45.4% | $6,918-25.4% |