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 | $43,997 | $80,717-45.5% | $154,803-71.6% | $84,808-48.1% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.3pp | 68.3%-0.6pp |
| Annual return | 13.03% | 37.96%-24.9pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,330 | $2,761-51.8% | $4,305-69.1% | $2,631-49.4% |
| Participant deferral / active EE | $1,732 | $3,303-47.6% | $5,540-68.7% | $4,212-58.9% |
| Admin fee / account holder | $12,820 | $6,746+90.0% | $14,329-10.5% | $7,344+74.6% |