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 | $29,049 | $81,460-64.3% | $103,333-71.9% | $80,856-64.1% |
| Participation rate | 67.2% | 66.8%+0.3pp | 74.5%-7.3pp | 67.6%-0.5pp |
| Annual return | 7.68% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,989 | $3,105-36.0% | $3,868-48.6% | $2,755-27.8% |
| Participant deferral / active EE | $3,044 | $3,869-21.3% | $5,057-39.8% | $4,296-29.1% |
| Admin fee / account holder | $9,473 | $6,566+44.3% | $8,355+13.4% | $6,918+36.9% |