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 | $55,470 | $103,376-46.3% | $87,100-36.3% | $152,861-63.7% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 1.77% | 28.10%-26.3pp | 28.19%-26.4pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,783 | $3,220-44.6% | $2,521-29.3% | $4,762-62.6% |
| Participant deferral / active EE | $1,926 | $4,778-59.7% | $4,049-52.4% | $5,850-67.1% |
| Admin fee / account holder | $6,204 | $12,205-49.2% | $7,497-17.2% | $11,596-46.5% |