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 | $52,266 | $74,927-30.2% | $101,794-48.7% | $84,808-38.4% |
| Participation rate | 63.7% | 61.4%+2.3pp | 69.2%-5.4pp | 68.3%-4.6pp |
| Annual return | 12.21% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,804 | $1,522+18.6% | $2,289-21.2% | $2,631-31.4% |
| Participant deferral / active EE | $4,777 | $3,099+54.1% | $4,084+17.0% | $4,212+13.4% |
| Admin fee / account holder | $4,739 | $6,514-27.2% | $8,777-46.0% | $7,344-35.5% |