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 | $35,768 | $52,580-32.0% | $71,671-50.1% | $70,131-49.0% |
| Participation rate | 61.5% | 60.9%+0.7pp | 68.7%-7.2pp | 69.5%-8.0pp |
| Annual return | 11.70% | 20.25%-8.6pp | 20.65%-8.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $703 | $1,616-56.5% | $2,460-71.4% | $2,342-70.0% |
| Participant deferral / active EE | $2,082 | $2,386-12.7% | $3,438-39.4% | $3,332-37.5% |
| Admin fee / account holder | $1,628 | $3,653-55.4% | $5,558-70.7% | $4,645-65.0% |