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 | $48,988 | $57,065-14.2% | $75,670-35.3% | $70,131-30.1% |
| Participation rate | 63.0% | 68.1%-5.0pp | 72.3%-9.3pp | 69.5%-6.5pp |
| Annual return | 11.83% | 23.57%-11.7pp | 27.34%-15.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,712 | $1,817-5.8% | $2,352-27.2% | $2,342-26.9% |
| Participant deferral / active EE | $3,628 | $2,580+40.6% | $3,142+15.5% | $3,332+8.9% |
| Admin fee / account holder | $622 | $3,825-83.7% | $5,800-89.3% | $4,645-86.6% |