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 | $55,606 | $68,719-19.1% | $91,541-39.3% | $84,808-34.4% |
| Participation rate | 68.1% | 64.5%+3.6pp | 69.8%-1.7pp | 68.3%-0.2pp |
| Annual return | 12.70% | 19.12%-6.4pp | 20.50%-7.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $781 | $1,920-59.3% | $2,505-68.8% | $2,631-70.3% |
| Participant deferral / active EE | $1,561 | $3,136-50.2% | $4,008-61.0% | $4,212-62.9% |
| Admin fee / account holder | $26,183 | $5,786+352.5% | $6,956+276.4% | $7,344+256.5% |