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 | $51,065 | $46,869+9.0% | $122,332-58.3% | $70,131-27.2% |
| Participation rate | 52.2% | 58.2%-6.0pp | 71.6%-19.5pp | 69.5%-17.4pp |
| Annual return | 12.88% | 24.22%-11.3pp | 30.27%-17.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $835 | $1,288-35.2% | $4,050-79.4% | $2,342-64.4% |
| Participant deferral / active EE | $1,696 | $2,166-21.7% | $3,287-48.4% | $3,332-49.1% |
| Admin fee / account holder | $5,689 | $3,322+71.2% | $5,478+3.9% | $4,645+22.5% |