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 6-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 | $74,552 | $45,312+64.5% | $86,233-13.5% | $67,986+9.7% |
| Participation rate | 48.2% | 42.4%+5.8pp | 69.0%-20.8pp | 57.2%-9.0pp |
| Annual return | 9.57% | 24.79%-15.2pp | 61.39%-51.8pp | 31.67%-22.1pp |
| Employer contribution / active EE | $377 | $1,160-67.5% | $2,504-85.0% | $2,019-81.3% |
| Participant deferral / active EE | $2,047 | $2,185-6.3% | $4,559-55.1% | $3,358-39.1% |
| Admin fee / account holder | $8,222 | $3,295+149.6% | $8,342-1.4% | $3,203+156.7% |