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 | $50,494 | $49,922+1.1% | $80,569-37.3% | $75,163-32.8% |
| Participation rate | 20.5% | 55.3%-34.8pp | 67.0%-46.5pp | 67.2%-46.7pp |
| Annual return | 5.27% | 34.69%-29.4pp | 935.43%-930.2pp | 160.62%-155.3pp |
| Employer contribution / active EE | $693 | $1,698-59.2% | $2,723-74.5% | $2,670-74.0% |
| Participant deferral / active EE | $1,128 | $2,990-62.3% | $4,447-74.6% | $4,125-72.7% |
| Admin fee / account holder | $1,618 | $3,577-54.8% | $5,377-69.9% | $5,651-71.4% |