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 | $55,684 | $58,512-4.8% | $84,015-33.7% | $72,985-23.7% |
| Participation rate | 67.9% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.6pp |
| Annual return | 13.79% | 28.93%-15.1pp | 71.31%-57.5pp | 81.00%-67.2pp |
| Employer contribution / active EE | $678 | $1,163-41.7% | $1,983-65.8% | $2,440-72.2% |
| Participant deferral / active EE | $2,242 | $2,394-6.3% | $3,239-30.8% | $3,607-37.8% |
| Admin fee / account holder | $29,672 | $4,569+549.4% | $6,101+386.4% | $5,124+479.0% |