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 9-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 | $45,289 | $86,929-47.9% | $102,423-55.8% | $80,856-44.0% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.6%-15.5pp |
| Annual return | 8.65% | 18.88%-10.2pp | 29.32%-20.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,992 | $2,369-15.9% | $3,023-34.1% | $2,755-27.7% |
| Participant deferral / active EE | $4,041 | $4,118-1.9% | $5,053-20.0% | $4,296-5.9% |
| Admin fee / account holder | $32,916 | $8,049+308.9% | $9,451+248.3% | $6,918+375.8% |