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 | $64,079 | $72,277-11.3% | $101,248-36.7% | $79,858-19.8% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 8.84% | 22.30%-13.5pp | 46.47%-37.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,600 | $2,692-40.5% | $3,660-56.3% | $2,471-35.2% |
| Participant deferral / active EE | $2,534 | $3,282-22.8% | $4,370-42.0% | $3,740-32.3% |
| Admin fee / account holder | $1,504 | $4,400-65.8% | $5,945-74.7% | $5,306-71.7% |