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 | $32,190 | $56,053-42.6% | $75,972-57.6% | $80,856-60.2% |
| Participation rate | 63.3% | 62.0%+1.3pp | 69.1%-5.8pp | 67.6%-4.3pp |
| Annual return | 8.65% | 20.53%-11.9pp | 359.55%-350.9pp | 35.59%-26.9pp |
| Employer contribution / active EE | $550 | $1,874-70.7% | $2,685-79.5% | $2,755-80.0% |
| Participant deferral / active EE | $2,630 | $3,052-13.8% | $4,255-38.2% | $4,296-38.8% |
| Admin fee / account holder | $2,352 | $5,234-55.1% | $6,467-63.6% | $6,918-66.0% |