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 | $66,593 | $35,183+89.3% | $73,545-9.5% | $70,131-5.0% |
| Participation rate | 52.6% | 42.9%+9.7pp | 54.9%-2.3pp | 69.5%-16.9pp |
| Annual return | 12.05% | 26.90%-14.9pp | -15.16%+27.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,402 | $709+97.9% | $1,219+15.0% | $2,342-40.1% |
| Participant deferral / active EE | $3,329 | $1,220+172.9% | $1,806+84.4% | $3,332-0.1% |
| Admin fee / account holder | $6,389 | $2,302+177.5% | $2,320+175.4% | $4,645+37.5% |