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 | $46,878 | $54,705-14.3% | $71,209-34.2% | $84,808-44.7% |
| Participation rate | 64.4% | 64.1%+0.3pp | 73.8%-9.4pp | 68.3%-3.9pp |
| Annual return | 13.16% | 35.90%-22.7pp | 282.51%-269.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,007 | $2,158-53.3% | $2,721-63.0% | $2,631-61.7% |
| Participant deferral / active EE | $2,212 | $3,030-27.0% | $4,175-47.0% | $4,212-47.5% |
| Admin fee / account holder | $1,141 | $4,863-76.5% | $5,349-78.7% | $7,344-84.5% |