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 | $29,042 | $89,355-67.5% | $141,162-79.4% | $72,985-60.2% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.6pp | 69.5%-13.6pp |
| Annual return | 16.97% | 111.85%-94.9pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $773 | $3,114-75.2% | $4,735-83.7% | $2,440-68.3% |
| Participant deferral / active EE | $3,642 | $5,418-32.8% | $6,709-45.7% | $3,607+1.0% |
| Admin fee / account holder | $4,888 | $5,958-18.0% | $10,261-52.4% | $5,124-4.6% |