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 | $24,068 | $25,014-3.8% | $69,647-65.4% | $80,856-70.2% |
| Participation rate | 64.1% | 64.2%-0.1pp | 66.5%-2.3pp | 67.6%-3.5pp |
| Annual return | 10.33% | 19.07%-8.7pp | 100.48%-90.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,409 | $993+142.6% | $1,712+40.7% | $2,755-12.5% |
| Participant deferral / active EE | $1,910 | $1,839+3.9% | $2,886-33.8% | $4,296-55.5% |
| Admin fee / account holder | $9,958 | $2,488+300.2% | $4,713+111.3% | $6,918+43.9% |