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 7-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 | $40,351 | $32,037+26.0% | $69,182-41.7% | $62,891-35.8% |
| Participation rate | 68.0% | 43.4%+24.6pp | 55.1%+12.9pp | 69.3%-1.3pp |
| Annual return | -1.99% | 15.16%-17.2pp | -21.93%+19.9pp | 20.14%-22.1pp |
| Employer contribution / active EE | $1,127 | $679+65.9% | $1,206-6.6% | $2,281-50.6% |
| Participant deferral / active EE | $1,949 | $1,185+64.4% | $1,897+2.7% | $3,203-39.1% |
| Admin fee / account holder | $1,414 | $2,608-45.8% | $2,697-47.6% | $4,296-67.1% |