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 | $35,932 | $80,717-55.5% | $154,803-76.8% | $84,808-57.6% |
| Participation rate | 67.6% | 66.8%+0.8pp | 78.1%-10.4pp | 68.3%-0.7pp |
| Annual return | 8.21% | 37.96%-29.8pp | 58.88%-50.7pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,440 | $2,761-47.9% | $4,305-66.6% | $2,631-45.3% |
| Participant deferral / active EE | $2,069 | $3,303-37.4% | $5,540-62.7% | $4,212-50.9% |
| Admin fee / account holder | $6,201 | $6,746-8.1% | $14,329-56.7% | $7,344-15.6% |