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 | $72,938 | $99,985-27.1% | $146,665-50.3% | $85,850-15.0% |
| Participation rate | 69.6% | 73.1%-3.4pp | 80.1%-10.4pp | 69.3%+0.3pp |
| Annual return | 8.04% | 18.93%-10.9pp | 22.74%-14.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,129 | $2,559-55.9% | $4,136-72.7% | $2,565-56.0% |
| Participant deferral / active EE | $4,592 | $4,006+14.6% | $5,506-16.6% | $3,952+16.2% |
| Admin fee / account holder | $1,182 | $7,702-84.7% | $10,280-88.5% | $6,260-81.1% |