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 | $111,496 | $110,257+1.1% | $96,544+15.5% | $139,434-20.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 8.63% | 26.32%-17.7pp | 25.84%-17.2pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,456 | $3,620-59.8% | $2,965-50.9% | $4,751-69.3% |
| Participant deferral / active EE | $6,497 | $5,548+17.1% | $4,851+33.9% | $6,710-3.2% |
| Admin fee / account holder | $55,606 | $11,591+379.7% | $8,252+573.8% | $11,403+387.7% |