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 | $37,562 | $104,251-64.0% | $91,001-58.7% | $147,584-74.5% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.6%-33.9pp | 82.8%-41.2pp |
| Annual return | 7.72% | 27.06%-19.3pp | 4.60%+3.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $536 | $3,116-82.8% | $2,456-78.2% | $4,876-89.0% |
| Participant deferral / active EE | $1,359 | $4,195-67.6% | $3,547-61.7% | $5,439-75.0% |
| Admin fee / account holder | $15,424 | $8,948+72.4% | $5,417+184.7% | $10,885+41.7% |