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 | $38,167 | $109,881-65.3% | $150,045-74.6% | $84,808-55.0% |
| Participation rate | 68.4% | 76.1%-7.7pp | 82.3%-13.9pp | 68.3%+0.1pp |
| Annual return | 5.05% | 28.25%-23.2pp | 62.55%-57.5pp | 40.90%-35.9pp |
| Employer contribution / active EE | $1,972 | $3,561-44.6% | $4,693-58.0% | $2,631-25.0% |
| Participant deferral / active EE | $3,220 | $6,636-51.5% | $7,997-59.7% | $4,212-23.6% |
| Admin fee / account holder | $10,004 | $8,568+16.8% | $13,435-25.5% | $7,344+36.2% |