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 | $34,500 | $54,541-36.7% | $78,778-56.2% | $70,131-50.8% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.2pp | 69.5%-1.5pp |
| Annual return | 9.66% | 21.07%-11.4pp | 35.62%-26.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $663 | $1,089-39.1% | $1,986-66.6% | $2,342-71.7% |
| Participant deferral / active EE | $2,007 | $2,210-9.2% | $2,958-32.2% | $3,332-39.8% |
| Admin fee / account holder | $1,123 | $3,709-69.7% | $5,134-78.1% | $4,645-75.8% |