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 | $46,211 | $46,869-1.4% | $122,332-62.2% | $70,131-34.1% |
| Participation rate | 61.4% | 58.2%+3.3pp | 71.6%-10.2pp | 69.5%-8.1pp |
| Annual return | 12.93% | 24.22%-11.3pp | 30.27%-17.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $732 | $1,288-43.2% | $4,050-81.9% | $2,342-68.8% |
| Participant deferral / active EE | $1,573 | $2,166-27.4% | $3,287-52.2% | $3,332-52.8% |
| Admin fee / account holder | $1,045 | $3,322-68.6% | $5,478-80.9% | $4,645-77.5% |