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 | $27,098 | $53,777-49.6% | $134,143-79.8% | $79,858-66.1% |
| Participation rate | 61.1% | 58.8%+2.3pp | 72.2%-11.1pp | 69.6%-8.5pp |
| Annual return | 3.00% | 19.01%-16.0pp | 36.33%-33.3pp | 31.71%-28.7pp |
| Employer contribution / active EE | $1,501 | $1,321+13.6% | $3,704-59.5% | $2,471-39.3% |
| Participant deferral / active EE | $1,929 | $2,420-20.3% | $3,499-44.9% | $3,740-48.4% |
| Admin fee / account holder | $824 | $3,984-79.3% | $6,684-87.7% | $5,306-84.5% |