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 | $75,252 | $72,277+4.1% | $101,248-25.7% | $79,858-5.8% |
| Participation rate | 56.9% | 68.5%-11.6pp | 75.8%-18.9pp | 69.6%-12.8pp |
| Annual return | 3.57% | 22.30%-18.7pp | 46.47%-42.9pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,515 | $2,692-43.7% | $3,660-58.6% | $2,471-38.7% |
| Participant deferral / active EE | $2,705 | $3,282-17.6% | $4,370-38.1% | $3,740-27.7% |
| Admin fee / account holder | $2,186 | $4,400-50.3% | $5,945-63.2% | $5,306-58.8% |