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 | $44,929 | $48,570-7.5% | $130,648-65.6% | $72,985-38.4% |
| Participation rate | 60.2% | 58.6%+1.7pp | 71.7%-11.5pp | 69.5%-9.2pp |
| Annual return | 16.07% | 38.63%-22.6pp | 1708.96%-1692.9pp | 81.00%-64.9pp |
| Employer contribution / active EE | $772 | $1,334-42.1% | $4,092-81.1% | $2,440-68.4% |
| Participant deferral / active EE | $1,320 | $2,384-44.6% | $3,603-63.4% | $3,607-63.4% |
| Admin fee / account holder | $5,644 | $3,549+59.0% | $5,464+3.3% | $5,124+10.1% |