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 9-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 | $38,914 | $72,012-46.0% | $185,823-79.1% | $79,858-51.3% |
| Participation rate | 68.8% | 65.8%+3.0pp | 78.0%-9.3pp | 69.6%-0.9pp |
| Annual return | 3.58% | 23.12%-19.5pp | 35.95%-32.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $495 | $1,965-74.8% | $4,087-87.9% | $2,471-80.0% |
| Participant deferral / active EE | $1,642 | $3,779-56.5% | $5,632-70.8% | $3,740-56.1% |
| Admin fee / account holder | $2,114 | $4,513-53.1% | $9,500-77.7% | $5,306-60.2% |