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 | $20,835 | $52,279-60.1% | $89,391-76.7% | $79,858-73.9% |
| Participation rate | 63.8% | 57.5%+6.3pp | 68.0%-4.1pp | 69.6%-5.8pp |
| Annual return | 4.79% | 22.16%-17.4pp | 245.62%-240.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $987 | $1,572-37.2% | $2,586-61.8% | $2,471-60.1% |
| Participant deferral / active EE | $987 | $2,740-64.0% | $3,890-74.6% | $3,740-73.6% |
| Admin fee / account holder | $433 | $3,356-87.1% | $4,881-91.1% | $5,306-91.8% |