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 | $11,046 | $58,208-81.0% | $81,812-86.5% | $80,856-86.3% |
| Participation rate | 65.8% | 63.4%+2.4pp | 72.3%-6.5pp | 67.6%-1.8pp |
| Annual return | 6.65% | 41.66%-35.0pp | 773.79%-767.1pp | 35.59%-28.9pp |
| Employer contribution / active EE | $515 | $2,340-78.0% | $2,912-82.3% | $2,755-81.3% |
| Participant deferral / active EE | $1,191 | $3,281-63.7% | $4,319-72.4% | $4,296-72.3% |
| Admin fee / account holder | $3,442 | $4,981-30.9% | $7,386-53.4% | $6,918-50.3% |