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 | $50,922 | $54,705-6.9% | $71,209-28.5% | $84,808-40.0% |
| Participation rate | 65.5% | 64.1%+1.4pp | 73.8%-8.3pp | 68.3%-2.8pp |
| Annual return | 5.11% | 35.90%-30.8pp | 282.51%-277.4pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,861 | $2,158-13.8% | $2,721-31.6% | $2,631-29.3% |
| Participant deferral / active EE | $4,934 | $3,030+62.8% | $4,175+18.2% | $4,212+17.2% |
| Admin fee / account holder | $7,095 | $4,863+45.9% | $5,349+32.7% | $7,344-3.4% |