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 | $59,419 | $23,330+154.7% | $64,489-7.9% | $82,448-27.9% |
| Participation rate | 64.5% | 68.3%-3.8pp | 67.7%-3.2pp | 68.1%-3.6pp |
| Annual return | 14.03% | 83.66%-69.6pp | 55.03%-41.0pp | 41.64%-27.6pp |
| Employer contribution / active EE | $919 | $824+11.5% | $1,523-39.7% | $2,551-64.0% |
| Participant deferral / active EE | $2,442 | $1,707+43.1% | $2,778-12.1% | $4,139-41.0% |
| Admin fee / account holder | $3,843 | $2,946+30.5% | $4,260-9.8% | $7,234-46.9% |