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 | $24,290 | $54,541-55.5% | $78,778-69.2% | $70,131-65.4% |
| Participation rate | 63.5% | 60.8%+2.7pp | 69.2%-5.7pp | 69.5%-6.1pp |
| Annual return | 10.33% | 21.07%-10.7pp | 35.62%-25.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,283 | $1,089+17.8% | $1,986-35.4% | $2,342-45.2% |
| Participant deferral / active EE | $2,695 | $2,210+21.9% | $2,958-8.9% | $3,332-19.1% |
| Admin fee / account holder | $4,122 | $3,709+11.1% | $5,134-19.7% | $4,645-11.3% |