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 | $55,714 | $63,346-12.0% | $92,233-39.6% | $70,131-20.6% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 11.83% | 530.12%-518.3pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,319 | $2,471-46.6% | $3,679-64.1% | $2,342-43.7% |
| Participant deferral / active EE | $3,326 | $2,854+16.6% | $3,897-14.6% | $3,332-0.2% |
| Admin fee / account holder | $1,338 | $3,840-65.2% | $5,194-74.2% | $4,645-71.2% |