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 | $30,963 | $60,124-48.5% | $90,404-65.7% | $79,858-61.2% |
| Participation rate | 68.1% | 65.0%+3.1pp | 72.7%-4.6pp | 69.6%-1.5pp |
| Annual return | 5.73% | 71.94%-66.2pp | 1293.02%-1287.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,304 | $2,068-36.9% | $3,262-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $3,105 | $2,938+5.7% | $3,963-21.6% | $3,740-17.0% |
| Admin fee / account holder | $5,812 | $3,976+46.2% | $5,611+3.6% | $5,306+9.5% |