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 | $44,827 | $77,314-42.0% | $177,989-74.8% | $80,856-44.6% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.6%-1.0pp |
| Annual return | 8.81% | 18.09%-9.3pp | 294.48%-285.7pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,468 | $4,411-44.0% | $6,276-60.7% | $4,296-42.5% |
| Admin fee / account holder | $7,296 | $7,191+1.5% | $10,363-29.6% | $6,918+5.5% |