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 | $32,980 | $82,882-60.2% | $127,761-74.2% | $72,985-54.8% |
| Participation rate | 67.5% | 71.5%-4.0pp | 79.0%-11.5pp | 69.5%-2.0pp |
| Annual return | 2.04% | 32.20%-30.2pp | 26.14%-24.1pp | 81.00%-79.0pp |
| Employer contribution / active EE | $2,206 | $3,346-34.1% | $4,574-51.8% | $2,440-9.6% |
| Participant deferral / active EE | $3,872 | $4,791-19.2% | $6,021-35.7% | $3,607+7.3% |
| Admin fee / account holder | $2,858 | $6,487-55.9% | $9,395-69.6% | $5,124-44.2% |