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 | $45,902 | $63,764-28.0% | $81,930-44.0% | $79,858-42.5% |
| Participation rate | 66.7% | 67.5%-0.8pp | 72.0%-5.3pp | 69.6%-3.0pp |
| Annual return | 6.90% | 22.66%-15.8pp | 29.49%-22.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,151 | $1,795-35.9% | $4,310-73.3% | $2,471-53.4% |
| Participant deferral / active EE | $3,841 | $2,780+38.1% | $7,107-46.0% | $3,740+2.7% |
| Admin fee / account holder | $4,619 | $4,426+4.3% | $5,158-10.5% | $5,306-13.0% |