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 | $35,426 | $52,353-32.3% | $120,225-70.5% | $82,448-57.0% |
| Participation rate | 57.8% | 58.3%-0.5pp | 69.6%-11.8pp | 68.1%-10.3pp |
| Annual return | 10.32% | 61.85%-51.5pp | 439.23%-428.9pp | 41.64%-31.3pp |
| Employer contribution / active EE | $612 | $1,510-59.5% | $3,475-82.4% | $2,551-76.0% |
| Participant deferral / active EE | $2,965 | $2,627+12.9% | $3,999-25.8% | $4,139-28.4% |
| Admin fee / account holder | $1,518 | $4,363-65.2% | $5,696-73.4% | $7,234-79.0% |