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 | $54,682 | $82,978-34.1% | $129,995-57.9% | $71,457-23.5% |
| Participation rate | 57.3% | 74.1%-16.8pp | 78.5%-21.2pp | 67.9%-10.6pp |
| Annual return | 9.77% | 20.60%-10.8pp | -137.18%+147.0pp | 28.85%-19.1pp |
| Employer contribution / active EE | $1,598 | $2,622-39.1% | $4,320-63.0% | $2,588-38.3% |
| Participant deferral / active EE | $2,904 | $4,432-34.5% | $5,820-50.1% | $4,289-32.3% |
| Admin fee / account holder | $3,256 | $1,729+88.3% | $10,614-69.3% | $1,587+105.1% |