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 | $72,216 | $54,701+32.0% | $86,188-16.2% | $71,457+1.1% |
| Participation rate | 61.6% | 60.1%+1.5pp | 69.0%-7.4pp | 67.9%-6.3pp |
| Annual return | 13.53% | 20.06%-6.5pp | 1168.45%-1154.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $310 | $1,265-75.5% | $2,380-87.0% | $2,588-88.0% |
| Participant deferral / active EE | $3,120 | $3,108+0.4% | $3,985-21.7% | $4,289-27.3% |
| Admin fee / account holder | $2,994 | $1,922+55.8% | $6,852-56.3% | $1,587+88.6% |