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 | $54,633 | $48,750+12.1% | $88,946-38.6% | $74,304-26.5% |
| Participation rate | 45.5% | 44.5%+1.0pp | 68.8%-23.3pp | 60.3%-14.8pp |
| Annual return | 12.67% | 25.91%-13.2pp | 57.82%-45.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,391 | $1,255+10.8% | $2,555-45.6% | $2,241-38.0% |
| Participant deferral / active EE | $4,419 | $2,423+82.4% | $4,581-3.5% | $3,767+17.3% |
| Admin fee / account holder | $9,383 | $3,756+149.8% | $8,261+13.6% | $2,969+216.0% |