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 | $37,506 | $65,561-42.8% | $86,188-56.5% | $75,163-50.1% |
| Participation rate | 69.7% | 60.5%+9.2pp | 69.0%+0.7pp | 67.2%+2.5pp |
| Annual return | 0.40% | 46.05%-45.7pp | 1168.45%-1168.1pp | 160.62%-160.2pp |
| Employer contribution / active EE | $1,712 | $1,553+10.2% | $2,380-28.1% | $2,670-35.9% |
| Participant deferral / active EE | $3,018 | $3,024-0.2% | $3,985-24.3% | $4,125-26.8% |
| Admin fee / account holder | $4,030 | $5,474-26.4% | $6,852-41.2% | $5,651-28.7% |