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 | $38,570 | $47,848-19.4% | $81,478-52.7% | $70,131-45.0% |
| Participation rate | 61.3% | 58.3%+3.0pp | 68.0%-6.7pp | 69.5%-8.3pp |
| Annual return | 11.46% | 27.25%-15.8pp | 38.78%-27.3pp | 73.14%-61.7pp |
| Employer contribution / active EE | $421 | $1,527-72.4% | $2,568-83.6% | $2,342-82.0% |
| Participant deferral / active EE | $2,474 | $2,453+0.9% | $3,537-30.0% | $3,332-25.7% |
| Admin fee / account holder | $392 | $3,145-87.5% | $4,561-91.4% | $4,645-91.6% |