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 | $20,071 | $52,279-61.6% | $89,391-77.5% | $79,858-74.9% |
| Participation rate | 62.2% | 57.5%+4.6pp | 68.0%-5.8pp | 69.6%-7.5pp |
| Annual return | 3.54% | 22.16%-18.6pp | 245.62%-242.1pp | 31.71%-28.2pp |
| Employer contribution / active EE | $704 | $1,572-55.2% | $2,586-72.8% | $2,471-71.5% |
| Participant deferral / active EE | $3,177 | $2,740+15.9% | $3,890-18.3% | $3,740-15.1% |
| Admin fee / account holder | $6,052 | $3,356+80.3% | $4,881+24.0% | $5,306+14.1% |