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 | $28,513 | $37,426-23.8% | $77,482-63.2% | $79,858-64.3% |
| Participation rate | 59.1% | 41.5%+17.6pp | 54.2%+4.9pp | 69.6%-10.5pp |
| Annual return | 3.29% | 39.70%-36.4pp | 54.79%-51.5pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,446 | $637+127.1% | $986+46.6% | $2,471-41.5% |
| Participant deferral / active EE | $2,505 | $1,260+98.8% | $1,861+34.6% | $3,740-33.0% |
| Admin fee / account holder | $8,061 | $2,504+221.9% | $2,858+182.1% | $5,306+51.9% |