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 | $59,074 | $65,041-9.2% | $90,951-35.0% | $79,858-26.0% |
| Participation rate | 65.6% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 5.88% | 30.45%-24.6pp | 134.60%-128.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $556 | $1,247-55.4% | $2,122-73.8% | $2,471-77.5% |
| Participant deferral / active EE | $3,157 | $2,512+25.7% | $3,373-6.4% | $3,740-15.6% |
| Admin fee / account holder | $7,763 | $4,536+71.1% | $5,959+30.3% | $5,306+46.3% |