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 | $40,052 | $60,892-34.2% | $82,389-51.4% | $84,808-52.8% |
| Participation rate | 68.1% | 63.3%+4.8pp | 69.5%-1.4pp | 68.3%-0.2pp |
| Annual return | 12.35% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.5pp |
| Employer contribution / active EE | $912 | $1,779-48.8% | $2,517-63.8% | $2,631-65.3% |
| Participant deferral / active EE | $2,250 | $3,179-29.2% | $4,155-45.8% | $4,212-46.6% |
| Admin fee / account holder | $6,262 | $5,467+14.5% | $7,231-13.4% | $7,344-14.7% |