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 | $33,724 | $70,669-52.3% | $169,368-80.1% | $75,163-55.1% |
| Participation rate | 65.2% | 64.8%+0.4pp | 77.1%-11.9pp | 67.2%-2.0pp |
| Annual return | 12.84% | 36.36%-23.5pp | 405.60%-392.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $934 | $2,211-57.8% | $4,013-76.7% | $2,670-65.0% |
| Participant deferral / active EE | $2,194 | $4,311-49.1% | $6,221-64.7% | $4,125-46.8% |
| Admin fee / account holder | $40,794 | $5,402+655.1% | $9,003+353.1% | $5,651+621.9% |