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 | $60,141 | $73,933-18.7% | $96,683-37.8% | $75,163-20.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 10.96% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,608 | $2,928-10.9% | $3,737-30.2% | $2,670-2.3% |
| Participant deferral / active EE | $3,972 | $3,659+8.6% | $4,878-18.6% | $4,125-3.7% |
| Admin fee / account holder | $4,067 | $5,216-22.0% | $6,730-39.6% | $5,651-28.0% |