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 | $30,726 | $58,694-47.7% | $142,863-78.5% | $85,850-64.2% |
| Participation rate | 66.1% | 58.5%+7.6pp | 71.9%-5.9pp | 69.3%-3.2pp |
| Annual return | 11.23% | 27.72%-16.5pp | 5637.54%-5626.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $521 | $1,423-63.4% | $4,144-87.4% | $2,565-79.7% |
| Participant deferral / active EE | $2,228 | $2,607-14.6% | $3,837-41.9% | $3,952-43.6% |
| Admin fee / account holder | $1,606 | $4,239-62.1% | $6,560-75.5% | $6,260-74.3% |