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 | $41,510 | $68,719-39.6% | $91,541-54.7% | $84,808-51.1% |
| Participation rate | 68.2% | 64.5%+3.7pp | 69.8%-1.6pp | 68.3%-0.1pp |
| Annual return | 5.59% | 19.12%-13.5pp | 20.50%-14.9pp | 40.90%-35.3pp |
| Employer contribution / active EE | $1,304 | $1,920-32.1% | $2,505-47.9% | $2,631-50.4% |
| Participant deferral / active EE | $2,766 | $3,136-11.8% | $4,008-31.0% | $4,212-34.3% |
| Admin fee / account holder | $4,861 | $5,786-16.0% | $6,956-30.1% | $7,344-33.8% |