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 | $70,622 | $49,915+41.5% | $154,803-54.4% | $74,304-5.0% |
| Participation rate | 50.4% | 54.0%-3.5pp | 78.1%-27.6pp | 60.3%-9.9pp |
| Annual return | 10.10% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $2,521 | $1,611+56.5% | $4,305-41.4% | $2,241+12.5% |
| Participant deferral / active EE | $968 | $2,255-57.1% | $5,540-82.5% | $3,767-74.3% |
| Admin fee / account holder | $3,198 | $2,189+46.1% | $14,329-77.7% | $2,969+7.7% |