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 | $46,901 | $57,541-18.5% | $95,745-51.0% | $75,163-37.6% |
| Participation rate | 68.0% | 62.5%+5.5pp | 72.3%-4.3pp | 67.2%+0.8pp |
| Annual return | 11.99% | 34.93%-22.9pp | 28.35%-16.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,570 | $1,808-13.2% | $2,835-44.6% | $2,670-41.2% |
| Participant deferral / active EE | $3,101 | $3,074+0.9% | $4,245-27.0% | $4,125-24.8% |
| Admin fee / account holder | $13,581 | $4,099+231.4% | $5,678+139.2% | $5,651+140.3% |