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 | $29,013 | $53,127-45.4% | $86,590-66.5% | $70,131-58.6% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-7.9pp | 69.5%-3.9pp |
| Annual return | 10.99% | 27.66%-16.7pp | 964.84%-953.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,635 | $2,068+27.4% | $2,839-7.2% | $2,342+12.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $759 | $3,585-78.8% | $4,906-84.5% | $4,645-83.7% |