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 | $56,182 | $93,571-40.0% | $135,903-58.7% | $75,163-25.3% |
| Participation rate | 68.8% | 75.2%-6.3pp | 81.9%-13.1pp | 67.2%+1.6pp |
| Annual return | 13.31% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,749 | $3,537-50.6% | $4,856-64.0% | $2,670-34.5% |
| Participant deferral / active EE | $2,976 | $6,404-53.5% | $7,758-61.6% | $4,125-27.8% |
| Admin fee / account holder | $7,398 | $6,975+6.1% | $10,762-31.3% | $5,651+30.9% |