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 | $42,131 | $60,323-30.2% | $81,812-48.5% | $74,495-43.4% |
| Participation rate | 64.0% | 62.9%+1.2pp | 72.3%-8.3pp | 67.2%-3.2pp |
| Annual return | 11.32% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,038 | $2,620-22.2% | $2,912-30.0% | $2,623-22.3% |
| Participant deferral / active EE | $3,757 | $3,387+10.9% | $4,319-13.0% | $4,346-13.5% |
| Admin fee / account holder | $2,583 | $1,486+73.9% | $7,386-65.0% | $1,942+33.1% |