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 | $27,237 | $49,915-45.4% | $154,803-82.4% | $74,304-63.3% |
| Participation rate | 57.9% | 54.0%+3.9pp | 78.1%-20.2pp | 60.3%-2.5pp |
| Annual return | 10.73% | 34.06%-23.3pp | 58.88%-48.2pp | 29.43%-18.7pp |
| Employer contribution / active EE | $6,384 | $1,611+296.2% | $4,305+48.3% | $2,241+184.9% |
| Participant deferral / active EE | $859 | $2,255-61.9% | $5,540-84.5% | $3,767-77.2% |
| Admin fee / account holder | $3,357 | $2,189+53.4% | $14,329-76.6% | $2,969+13.1% |