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 | $37,716 | $49,227-23.4% | $70,449-46.5% | $79,858-52.8% |
| Participation rate | 65.5% | 69.2%-3.7pp | 75.1%-9.5pp | 69.6%-4.1pp |
| Annual return | 4.55% | 30.06%-25.5pp | 109.03%-104.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,910 | $2,099+38.7% | $2,737+6.3% | $2,471+17.8% |
| Participant deferral / active EE | $2,850 | $2,768+3.0% | $3,709-23.1% | $3,740-23.8% |
| Admin fee / account holder | $2,253 | $2,878-21.7% | $3,845-41.4% | $5,306-57.5% |