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 | $15,941 | $77,899-79.5% | $149,673-89.3% | $75,163-78.8% |
| Participation rate | 67.6% | 65.6%+2.0pp | 78.8%-11.2pp | 67.2%+0.4pp |
| Annual return | 12.54% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $799 | $3,137-74.5% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $1,776 | $3,411-47.9% | $5,680-68.7% | $4,125-56.9% |
| Admin fee / account holder | $4,532 | $5,956-23.9% | $13,210-65.7% | $5,651-19.8% |