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 | $39,434 | $48,795-19.2% | $65,493-39.8% | $84,808-53.5% |
| Participation rate | 69.0% | 67.0%+2.0pp | 73.1%-4.1pp | 68.3%+0.7pp |
| Annual return | 9.88% | 20.20%-10.3pp | 982.45%-972.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,350 | $1,930-30.0% | $2,574-47.6% | $2,631-48.7% |
| Participant deferral / active EE | $2,488 | $2,928-15.1% | $3,961-37.2% | $4,212-40.9% |
| Admin fee / account holder | $3,999 | $3,877+3.2% | $5,028-20.5% | $7,344-45.5% |