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 | $50,545 | $86,929-41.9% | $102,423-50.7% | $80,856-37.5% |
| Participation rate | 69.7% | 72.4%-2.6pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 7.78% | 18.88%-11.1pp | 29.32%-21.5pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,532 | $2,369-35.3% | $3,023-49.3% | $2,755-44.4% |
| Participant deferral / active EE | $2,131 | $4,118-48.3% | $5,053-57.8% | $4,296-50.4% |
| Admin fee / account holder | $9,519 | $8,049+18.3% | $9,451+0.7% | $6,918+37.6% |