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 | $68,281 | $72,277-5.5% | $101,248-32.6% | $79,858-14.5% |
| Participation rate | 41.0% | 68.5%-27.4pp | 75.8%-34.8pp | 69.6%-28.6pp |
| Annual return | 5.44% | 22.30%-16.9pp | 46.47%-41.0pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,224 | $2,692-54.5% | $3,660-66.5% | $2,471-50.5% |
| Participant deferral / active EE | $2,955 | $3,282-10.0% | $4,370-32.4% | $3,740-21.0% |
| Admin fee / account holder | $1,230 | $4,400-72.1% | $5,945-79.3% | $5,306-76.8% |