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 | $47,209 | $63,861-26.1% | $104,607-54.9% | $79,858-40.9% |
| Participation rate | 63.3% | 64.9%-1.6pp | 74.1%-10.7pp | 69.6%-6.3pp |
| Annual return | 8.89% | 21.30%-12.4pp | 340.46%-331.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $971 | $1,588-38.9% | $2,681-63.8% | $2,471-60.7% |
| Participant deferral / active EE | $1,455 | $2,693-46.0% | $3,740-61.1% | $3,740-61.1% |
| Admin fee / account holder | $4,746 | $4,185+13.4% | $6,473-26.7% | $5,306-10.6% |