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 | $43,054 | $51,638-16.6% | $68,368-37.0% | $82,448-47.8% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 11.11% | 37.53%-26.4pp | 292.57%-281.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,705 | $2,047-16.7% | $2,649-35.6% | $2,551-33.1% |
| Participant deferral / active EE | $2,358 | $2,914-19.1% | $4,123-42.8% | $4,139-43.0% |
| Admin fee / account holder | $4,082 | $4,643-12.1% | $5,150-20.7% | $7,234-43.6% |