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 9-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 | $42,095 | $86,929-51.6% | $102,423-58.9% | $80,856-47.9% |
| Participation rate | 68.2% | 72.4%-4.2pp | 76.5%-8.3pp | 67.6%+0.5pp |
| Annual return | 10.37% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,489 | $2,369-37.1% | $3,023-50.7% | $2,755-45.9% |
| Participant deferral / active EE | $3,821 | $4,118-7.2% | $5,053-24.4% | $4,296-11.1% |
| Admin fee / account holder | $9,396 | $8,049+16.7% | $9,451-0.6% | $6,918+35.8% |