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 | $11,017 | $51,175-78.5% | $70,515-84.4% | $75,163-85.3% |
| Participation rate | 65.4% | 60.9%+4.4pp | 68.3%-3.0pp | 67.2%-1.8pp |
| Annual return | 9.22% | 30.02%-20.8pp | 32.77%-23.5pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,042 | $1,826-42.9% | $2,973-65.0% | $2,670-61.0% |
| Participant deferral / active EE | $2,195 | $2,849-23.0% | $4,567-51.9% | $4,125-46.8% |
| Admin fee / account holder | $5,498 | $4,091+34.4% | $6,412-14.3% | $5,651-2.7% |