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 8-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 | $47,674 | $63,861-25.3% | $104,607-54.4% | $79,858-40.3% |
| Participation rate | 68.8% | 64.9%+3.8pp | 74.1%-5.3pp | 69.6%-0.9pp |
| Annual return | 8.71% | 21.30%-12.6pp | 340.46%-331.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,238 | $1,588-22.1% | $2,681-53.8% | $2,471-49.9% |
| Participant deferral / active EE | $2,721 | $2,693+1.0% | $3,740-27.3% | $3,740-27.3% |
| Admin fee / account holder | $1,982 | $4,185-52.7% | $6,473-69.4% | $5,306-62.7% |