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 7-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 | $74,330 | $57,016+30.4% | $84,966-12.5% | $80,856-8.1% |
| Participation rate | 60.6% | 56.3%+4.3pp | 67.5%-6.9pp | 67.6%-7.0pp |
| Annual return | 8.95% | 21.66%-12.7pp | 66.38%-57.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $762 | $1,798-57.6% | $2,727-72.1% | $2,755-72.3% |
| Participant deferral / active EE | $1,524 | $3,110-51.0% | $4,519-66.3% | $4,296-64.5% |
| Admin fee / account holder | $19,950 | $4,980+300.6% | $6,149+224.4% | $6,918+188.4% |