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 | $35,768 | $58,208-38.6% | $81,812-56.3% | $80,856-55.8% |
| Participation rate | 68.2% | 63.4%+4.8pp | 72.3%-4.2pp | 67.6%+0.5pp |
| Annual return | 9.23% | 41.66%-32.4pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $822 | $2,340-64.9% | $2,912-71.8% | $2,755-70.2% |
| Participant deferral / active EE | $2,074 | $3,281-36.8% | $4,319-52.0% | $4,296-51.7% |
| Admin fee / account holder | $5,386 | $4,981+8.1% | $7,386-27.1% | $6,918-22.1% |