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 | $31,743 | $35,183-9.8% | $73,545-56.8% | $70,131-54.7% |
| Participation rate | 61.3% | 42.9%+18.4pp | 54.9%+6.4pp | 69.5%-8.3pp |
| Annual return | 10.86% | 26.90%-16.0pp | -15.16%+26.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $295 | $709-58.3% | $1,219-75.8% | $2,342-87.4% |
| Participant deferral / active EE | $1,018 | $1,220-16.5% | $1,806-43.6% | $3,332-69.4% |
| Admin fee / account holder | $662 | $2,302-71.2% | $2,320-71.5% | $4,645-85.8% |