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 | $69,225 | $69,2070% | $64,056+8.1% | $139,434-50.4% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.3%-11.4pp | 80.3%-19.4pp |
| Annual return | 7.85% | 45.88%-38.0pp | 33.69%-25.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $435 | $3,182-86.3% | $2,747-84.2% | $4,751-90.8% |
| Participant deferral / active EE | $1,860 | $4,682-60.3% | $3,880-52.1% | $6,710-72.3% |
| Admin fee / account holder | $6,497 | $4,244+53.1% | $3,068+111.7% | $11,403-43.0% |