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 | $41,980 | $102,605-59.1% | $145,661-71.2% | $84,808-50.5% |
| Participation rate | 68.4% | 74.3%-5.9pp | 77.2%-8.8pp | 68.3%+0.1pp |
| Annual return | 6.14% | 26.50%-20.4pp | 101.46%-95.3pp | 40.90%-34.8pp |
| Employer contribution / active EE | $4,828 | $3,325+45.2% | $4,238+13.9% | $2,631+83.5% |
| Participant deferral / active EE | $7,240 | $5,750+25.9% | $7,198+0.6% | $4,212+71.9% |
| Admin fee / account holder | $5,229 | $8,758-40.3% | $12,466-58.1% | $7,344-28.8% |