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 | $50,945 | $48,046+6.0% | $84,611-39.8% | $72,985-30.2% |
| Participation rate | 63.8% | 57.6%+6.2pp | 68.2%-4.4pp | 69.5%-5.7pp |
| Annual return | 13.36% | 37.38%-24.0pp | 258.74%-245.4pp | 81.00%-67.6pp |
| Employer contribution / active EE | $287 | $1,602-82.1% | $2,652-89.2% | $2,440-88.2% |
| Participant deferral / active EE | $1,598 | $2,680-40.4% | $3,899-59.0% | $3,607-55.7% |
| Admin fee / account holder | $2,082 | $3,395-38.7% | $4,912-57.6% | $5,124-59.4% |