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 | $29,641 | $53,777-44.9% | $134,143-77.9% | $79,858-62.9% |
| Participation rate | 69.4% | 58.8%+10.6pp | 72.2%-2.8pp | 69.6%-0.2pp |
| Annual return | 4.20% | 19.01%-14.8pp | 36.33%-32.1pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,009 | $1,321-23.7% | $3,704-72.8% | $2,471-59.2% |
| Participant deferral / active EE | $2,854 | $2,420+17.9% | $3,499-18.4% | $3,740-23.7% |
| Admin fee / account holder | $7,082 | $3,984+77.8% | $6,684+5.9% | $5,306+33.5% |