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 | $28,195 | $62,672-55.0% | $185,117-84.8% | $70,131-59.8% |
| Participation rate | 68.6% | 63.8%+4.8pp | 77.3%-8.7pp | 69.5%-1.0pp |
| Annual return | 11.08% | 40.79%-29.7pp | 40.50%-29.4pp | 73.14%-62.1pp |
| Employer contribution / active EE | $879 | $1,753-49.9% | $4,182-79.0% | $2,342-62.5% |
| Participant deferral / active EE | $1,565 | $3,272-52.2% | $5,045-69.0% | $3,332-53.0% |
| Admin fee / account holder | $1,568 | $3,932-60.1% | $8,159-80.8% | $4,645-66.2% |