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 | $48,230 | $51,175-5.8% | $70,515-31.6% | $75,163-35.8% |
| Participation rate | 63.6% | 60.9%+2.7pp | 68.3%-4.7pp | 67.2%-3.6pp |
| Annual return | 6.88% | 30.02%-23.1pp | 32.77%-25.9pp | 160.62%-153.7pp |
| Employer contribution / active EE | $1,784 | $1,826-2.3% | $2,973-40.0% | $2,670-33.2% |
| Participant deferral / active EE | $1,787 | $2,849-37.3% | $4,567-60.9% | $4,125-56.7% |
| Admin fee / account holder | $33,049 | $4,091+707.9% | $6,412+415.4% | $5,651+484.8% |