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 | $41,198 | $80,717-49.0% | $154,803-73.4% | $84,808-51.4% |
| Participation rate | 69.6% | 66.8%+2.8pp | 78.1%-8.4pp | 68.3%+1.3pp |
| Annual return | 12.90% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $465 | $2,761-83.2% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $3,457 | $3,303+4.7% | $5,540-37.6% | $4,212-17.9% |
| Admin fee / account holder | $6,591 | $6,746-2.3% | $14,329-54.0% | $7,344-10.2% |