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 | $78,977 | $65,041+21.4% | $90,951-13.2% | $79,858-1.1% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 5.04% | 30.45%-25.4pp | 134.60%-129.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $322 | $1,247-74.2% | $2,122-84.8% | $2,471-87.0% |
| Participant deferral / active EE | $3,027 | $2,512+20.5% | $3,373-10.3% | $3,740-19.1% |
| Admin fee / account holder | $10,220 | $4,536+125.3% | $5,959+71.5% | $5,306+92.6% |