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 | $72,291 | $80,968-10.7% | $96,544-25.1% | $75,163-3.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 3.95% | 27.06%-23.1pp | 25.84%-21.9pp | 160.62%-156.7pp |
| Employer contribution / active EE | $1,515 | $2,282-33.6% | $2,965-48.9% | $2,670-43.3% |
| Participant deferral / active EE | $2,917 | $3,928-25.7% | $4,851-39.9% | $4,125-29.3% |
| Admin fee / account holder | $1,675 | $6,724-75.1% | $8,252-79.7% | $5,651-70.4% |