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 | $42,224 | $54,541-22.6% | $78,778-46.4% | $70,131-39.8% |
| Participation rate | 68.6% | 60.8%+7.8pp | 69.2%-0.6pp | 69.5%-0.9pp |
| Annual return | 8.99% | 21.07%-12.1pp | 35.62%-26.6pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,154 | $1,089+6.0% | $1,986-41.9% | $2,342-50.7% |
| Participant deferral / active EE | $1,461 | $2,210-33.9% | $2,958-50.6% | $3,332-56.2% |
| Admin fee / account holder | $3,078 | $3,709-17.0% | $5,134-40.0% | $4,645-33.7% |