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 | $54,610 | $54,705-0.2% | $71,209-23.3% | $84,808-35.6% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 11.98% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,168 | $2,158-45.9% | $2,721-57.1% | $2,631-55.6% |
| Participant deferral / active EE | $1,305 | $3,030-56.9% | $4,175-68.7% | $4,212-69.0% |
| Admin fee / account holder | $6,343 | $4,863+30.4% | $5,349+18.6% | $7,344-13.6% |