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 | $20,199 | $54,762-63.1% | $90,281-77.6% | $72,985-72.3% |
| Participation rate | 65.7% | 65.1%+0.6pp | 73.3%-7.6pp | 69.5%-3.8pp |
| Annual return | 5.31% | 30.63%-25.3pp | 78.10%-72.8pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,760 | $2,092-15.9% | $2,854-38.3% | $2,440-27.9% |
| Participant deferral / active EE | $3,573 | $2,887+23.8% | $3,885-8.0% | $3,607-0.9% |
| Admin fee / account holder | $1,047 | $3,972-73.6% | $5,351-80.4% | $5,124-79.6% |