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 | $61,130 | $77,314-20.9% | $177,989-65.7% | $80,856-24.4% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.2pp | 67.6%+0.2pp |
| Annual return | 10.52% | 18.09%-7.6pp | 294.48%-284.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $869 | $2,292-62.1% | $3,949-78.0% | $2,755-68.5% |
| Participant deferral / active EE | $2,594 | $4,411-41.2% | $6,276-58.7% | $4,296-39.6% |
| Admin fee / account holder | $13,241 | $7,191+84.1% | $10,363+27.8% | $6,918+91.4% |