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 | $38,550 | $49,173-21.6% | $121,098-68.2% | $75,163-48.7% |
| Participation rate | 59.3% | 55.4%+3.9pp | 69.5%-10.2pp | 67.2%-7.9pp |
| Annual return | 1.32% | 55.99%-54.7pp | 985.75%-984.4pp | 160.62%-159.3pp |
| Employer contribution / active EE | $1,767 | $1,546+14.3% | $4,164-57.6% | $2,670-33.8% |
| Participant deferral / active EE | $2,645 | $2,628+0.7% | $4,080-35.2% | $4,125-35.9% |
| Admin fee / account holder | $3,306 | $3,942-16.1% | $5,644-41.4% | $5,651-41.5% |