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 | $56,093 | $51,576+8.8% | $129,207-56.6% | $80,856-30.6% |
| Participation rate | 59.3% | 57.0%+2.3pp | 69.6%-10.4pp | 67.6%-8.4pp |
| Annual return | 8.99% | 20.81%-11.8pp | 9417.33%-9408.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,156 | $1,584-27.0% | $4,153-72.2% | $2,755-58.0% |
| Participant deferral / active EE | $2,433 | $2,669-8.9% | $4,168-41.6% | $4,296-43.4% |
| Admin fee / account holder | $16,495 | $4,305+283.1% | $7,715+113.8% | $6,918+138.4% |