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 | $27,417 | $87,166-68.5% | $76,735-64.3% | $137,256-80.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 8.25% | 26.50%-18.2pp | 29.77%-21.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $6,347 | $2,904+118.5% | $2,454+158.6% | $4,156+52.7% |
| Participant deferral / active EE | $16,024 | $4,726+239.0% | $4,088+292.0% | $6,407+150.1% |
| Admin fee / account holder | $37,965 | $8,403+351.8% | $7,189+428.1% | $12,270+209.4% |