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 | $40,754 | $57,016-28.5% | $84,966-52.0% | $80,856-49.6% |
| Participation rate | 57.4% | 56.3%+1.1pp | 67.5%-10.1pp | 67.6%-10.2pp |
| Annual return | 9.02% | 21.66%-12.6pp | 66.38%-57.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $710 | $1,798-60.5% | $2,727-74.0% | $2,755-74.2% |
| Participant deferral / active EE | $1,874 | $3,110-39.7% | $4,519-58.5% | $4,296-56.4% |
| Admin fee / account holder | $4,244 | $4,980-14.8% | $6,149-31.0% | $6,918-38.7% |