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 | $84,359 | $81,248+3.8% | $155,509-45.8% | $80,856+4.3% |
| Participation rate | 52.1% | 66.2%-14.1pp | 78.2%-26.1pp | 67.6%-15.6pp |
| Annual return | 10.03% | 33.31%-23.3pp | 64.67%-54.6pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,443 | $3,100-53.4% | $4,672-69.1% | $2,755-47.6% |
| Participant deferral / active EE | $3,616 | $3,452+4.8% | $5,626-35.7% | $4,296-15.8% |
| Admin fee / account holder | $11,699 | $7,997+46.3% | $15,912-26.5% | $6,918+69.1% |