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 | $51,251 | $64,480-20.5% | $81,382-37.0% | $80,856-36.6% |
| Participation rate | 45.2% | 63.9%-18.6pp | 69.5%-24.2pp | 67.6%-22.4pp |
| Annual return | 8.59% | 16.34%-7.8pp | 24.73%-16.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,229 | $1,978+12.7% | $2,463-9.5% | $2,755-19.1% |
| Participant deferral / active EE | $2,609 | $3,094-15.7% | $3,883-32.8% | $4,296-39.3% |
| Admin fee / account holder | $5,364 | $5,671-5.4% | $5,768-7.0% | $6,918-22.5% |