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 | $36,039 | $73,933-51.3% | $96,683-62.7% | $75,163-52.1% |
| Participation rate | 67.0% | 66.4%+0.6pp | 74.3%-7.3pp | 67.2%-0.1pp |
| Annual return | 12.42% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,211 | $2,928+9.7% | $3,737-14.1% | $2,670+20.3% |
| Participant deferral / active EE | $6,770 | $3,659+85.0% | $4,878+38.8% | $4,125+64.1% |
| Admin fee / account holder | $5,251 | $5,216+0.7% | $6,730-22.0% | $5,651-7.1% |