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 | $35,771 | $102,382-65.1% | $147,005-75.7% | $80,874-55.8% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 9.67% | 134.89%-125.2pp | 418.76%-409.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $2,775 | $3,715-25.3% | $4,934-43.8% | $2,756+0.7% |
| Participant deferral / active EE | $2,739 | $6,646-58.8% | $8,070-66.1% | $4,297-36.3% |
| Admin fee / account holder | $2,193 | $7,942-72.4% | $13,006-83.1% | $6,935-68.4% |