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 9-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 | $57,261 | $86,929-34.1% | $102,423-44.1% | $80,856-29.2% |
| Participation rate | 67.2% | 72.4%-5.2pp | 76.5%-9.3pp | 67.6%-0.4pp |
| Annual return | 10.20% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,488 | $2,369+5.0% | $3,023-17.7% | $2,755-9.7% |
| Participant deferral / active EE | $3,546 | $4,118-13.9% | $5,053-29.8% | $4,296-17.5% |
| Admin fee / account holder | $11,430 | $8,049+42.0% | $9,451+20.9% | $6,918+65.2% |