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 | $27,172 | $46,869-42.0% | $122,332-77.8% | $70,131-61.3% |
| Participation rate | 60.0% | 58.2%+1.8pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 11.96% | 24.22%-12.3pp | 30.27%-18.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $491 | $1,288-61.9% | $4,050-87.9% | $2,342-79.1% |
| Participant deferral / active EE | $891 | $2,166-58.9% | $3,287-72.9% | $3,332-73.3% |
| Admin fee / account holder | $994 | $3,322-70.1% | $5,478-81.9% | $4,645-78.6% |