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 | $35,020 | $106,515-67.1% | $96,683-63.8% | $139,434-74.9% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 8.54% | 38.43%-29.9pp | 35.69%-27.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,515 | $4,103-63.1% | $3,737-59.5% | $4,751-68.1% |
| Participant deferral / active EE | $4,294 | $5,454-21.3% | $4,878-12.0% | $6,710-36.0% |
| Admin fee / account holder | $12,664 | $7,877+60.8% | $6,730+88.2% | $11,403+11.1% |