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 | $48,327 | $51,576-6.3% | $129,207-62.6% | $80,856-40.2% |
| Participation rate | 60.3% | 57.0%+3.4pp | 69.6%-9.3pp | 67.6%-7.3pp |
| Annual return | 10.50% | 20.81%-10.3pp | 9417.33%-9406.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,527 | $1,584-3.6% | $4,153-63.2% | $2,755-44.6% |
| Participant deferral / active EE | $3,325 | $2,669+24.6% | $4,168-20.2% | $4,296-22.6% |
| Admin fee / account holder | $4,412 | $4,305+2.5% | $7,715-42.8% | $6,918-36.2% |