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 | $73,451 | $81,460-9.8% | $103,333-28.9% | $80,856-9.2% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 10.02% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,546 | $3,105-50.2% | $3,868-60.0% | $2,755-43.9% |
| Participant deferral / active EE | $5,475 | $3,869+41.5% | $5,057+8.3% | $4,296+27.5% |
| Admin fee / account holder | $2,617 | $6,566-60.1% | $8,355-68.7% | $6,918-62.2% |