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 | $51,638-9.2% | $68,368-31.4% | $82,448-43.1% |
| Participation rate | 64.4% | 63.6%+0.8pp | 73.8%-9.4pp | 68.1%-3.7pp |
| Annual return | 13.16% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,007 | $2,047-50.8% | $2,649-62.0% | $2,551-60.5% |
| Participant deferral / active EE | $2,212 | $2,914-24.1% | $4,123-46.3% | $4,139-46.6% |
| Admin fee / account holder | $1,141 | $4,643-75.4% | $5,150-77.8% | $7,234-84.2% |