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 | $29,081 | $71,050-59.1% | $93,606-68.9% | $80,856-64.0% |
| Participation rate | 69.7% | 60.4%+9.3pp | 68.7%+1.0pp | 67.6%+2.1pp |
| Annual return | 7.56% | 11.26%-3.7pp | 133.20%-125.6pp | 35.59%-28.0pp |
| Employer contribution / active EE | $992 | $1,564-36.5% | $2,420-59.0% | $2,755-64.0% |
| Participant deferral / active EE | $5,621 | $4,034+39.4% | $4,411+27.4% | $4,296+30.8% |
| Admin fee / account holder | $11,828 | $6,945+70.3% | $8,285+42.8% | $6,918+71.0% |