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 | $35,100 | $45,073-22.1% | $69,455-49.5% | $72,985-51.9% |
| Participation rate | 65.9% | 68.5%-2.6pp | 74.6%-8.7pp | 69.5%-3.6pp |
| Annual return | 5.12% | 22.65%-17.5pp | 28.97%-23.8pp | 81.00%-75.9pp |
| Employer contribution / active EE | $2,452 | $2,054+19.4% | $2,779-11.8% | $2,440+0.5% |
| Participant deferral / active EE | $2,844 | $2,602+9.3% | $3,535-19.6% | $3,607-21.2% |
| Admin fee / account holder | $4,296 | $3,056+40.6% | $3,839+11.9% | $5,124-16.2% |