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 | $64,077 | $71,050-9.8% | $93,606-31.5% | $80,856-20.8% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.6%-4.0pp |
| Annual return | 9.66% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $595 | $1,564-62.0% | $2,420-75.4% | $2,755-78.4% |
| Participant deferral / active EE | $3,585 | $4,034-11.1% | $4,411-18.7% | $4,296-16.5% |
| Admin fee / account holder | $4,122 | $6,945-40.6% | $8,285-50.2% | $6,918-40.4% |