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 | $35,309 | $77,899-54.7% | $149,673-76.4% | $75,163-53.0% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 7.60% | 31.72%-24.1pp | 134.42%-126.8pp | 160.62%-153.0pp |
| Employer contribution / active EE | $2,062 | $3,137-34.3% | $4,818-57.2% | $2,670-22.8% |
| Participant deferral / active EE | $954 | $3,411-72.0% | $5,680-83.2% | $4,125-76.9% |
| Admin fee / account holder | $3,187 | $5,956-46.5% | $13,210-75.9% | $5,651-43.6% |