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 | $73,928 | $59,101+25.1% | $77,163-4.2% | $75,163-1.6% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.6%-36.2pp | 67.2%-33.9pp |
| Annual return | 12.04% | 26.71%-14.7pp | 37.87%-25.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $666 | $1,995-66.6% | $2,535-73.7% | $2,670-75.1% |
| Participant deferral / active EE | $1,034 | $2,999-65.5% | $3,833-73.0% | $4,125-74.9% |
| Admin fee / account holder | $2,308 | $4,774-51.7% | $5,472-57.8% | $5,651-59.2% |