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 | $42,499 | $39,019+8.9% | $80,716-47.3% | $85,850-50.5% |
| Participation rate | 55.1% | 41.5%+13.5pp | 54.2%+0.9pp | 69.3%-14.2pp |
| Annual return | 8.19% | 26.27%-18.1pp | 87.28%-79.1pp | 318.53%-310.3pp |
| Employer contribution / active EE | $193 | $722-73.3% | $1,160-83.4% | $2,565-92.5% |
| Participant deferral / active EE | $1,363 | $1,326+2.8% | $2,146-36.5% | $3,952-65.5% |
| Admin fee / account holder | $3,576 | $2,431+47.1% | $3,380+5.8% | $6,260-42.9% |