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 | $62,163 | $82,978-25.1% | $129,995-52.2% | $71,457-13.0% |
| Participation rate | 50.5% | 74.1%-23.6pp | 78.5%-28.0pp | 67.9%-17.4pp |
| Annual return | 6.63% | 20.60%-14.0pp | -137.18%+143.8pp | 28.85%-22.2pp |
| Employer contribution / active EE | $1,300 | $2,622-50.4% | $4,320-69.9% | $2,588-49.8% |
| Participant deferral / active EE | $2,317 | $4,432-47.7% | $5,820-60.2% | $4,289-46.0% |
| Admin fee / account holder | $609 | $1,729-64.8% | $10,614-94.3% | $1,587-61.6% |