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 | $43,995 | $65,561-32.9% | $86,188-49.0% | $75,163-41.5% |
| Participation rate | 69.9% | 60.5%+9.4pp | 69.0%+0.9pp | 67.2%+2.7pp |
| Annual return | 8.97% | 46.05%-37.1pp | 1168.45%-1159.5pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,328 | $1,553-14.5% | $2,380-44.2% | $2,670-50.3% |
| Participant deferral / active EE | $3,452 | $3,024+14.2% | $3,985-13.4% | $4,125-16.3% |
| Admin fee / account holder | $3,541 | $5,474-35.3% | $6,852-48.3% | $5,651-37.3% |