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 | $28,559 | $52,353-45.4% | $120,225-76.2% | $82,448-65.4% |
| Participation rate | 56.1% | 58.3%-2.2pp | 69.6%-13.5pp | 68.1%-12.0pp |
| Annual return | 9.46% | 61.85%-52.4pp | 439.23%-429.8pp | 41.64%-32.2pp |
| Employer contribution / active EE | $825 | $1,510-45.4% | $3,475-76.3% | $2,551-67.7% |
| Participant deferral / active EE | $3,301 | $2,627+25.7% | $3,999-17.5% | $4,139-20.3% |
| Admin fee / account holder | $7,045 | $4,363+61.5% | $5,696+23.7% | $7,234-2.6% |