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 | $36,198 | $37,426-3.3% | $77,482-53.3% | $79,858-54.7% |
| Participation rate | 46.2% | 41.5%+4.6pp | 54.2%-8.0pp | 69.6%-23.5pp |
| Annual return | 6.51% | 39.70%-33.2pp | 54.79%-48.3pp | 31.71%-25.2pp |
| Employer contribution / active EE | $629 | $637-1.2% | $986-36.2% | $2,471-74.5% |
| Participant deferral / active EE | $1,594 | $1,260+26.5% | $1,861-14.4% | $3,740-57.4% |
| Admin fee / account holder | $1,402 | $2,504-44.0% | $2,858-50.9% | $5,306-73.6% |