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 | $96,481 | $86,929+11.0% | $102,423-5.8% | $80,856+19.3% |
| Participation rate | 48.3% | 72.4%-24.1pp | 76.5%-28.2pp | 67.6%-19.4pp |
| Annual return | 7.84% | 18.88%-11.0pp | 29.32%-21.5pp | 35.59%-27.7pp |
| Employer contribution / active EE | $864 | $2,369-63.5% | $3,023-71.4% | $2,755-68.6% |
| Participant deferral / active EE | $2,039 | $4,118-50.5% | $5,053-59.6% | $4,296-52.5% |
| Admin fee / account holder | $6,107 | $8,049-24.1% | $9,451-35.4% | $6,918-11.7% |