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 | $45,273 | $46,869-3.4% | $122,332-63.0% | $70,131-35.4% |
| Participation rate | 64.9% | 58.2%+6.7pp | 71.6%-6.8pp | 69.5%-4.7pp |
| Annual return | 8.50% | 24.22%-15.7pp | 30.27%-21.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $2,210 | $1,288+71.6% | $4,050-45.4% | $2,342-5.7% |
| Participant deferral / active EE | $1,407 | $2,166-35.1% | $3,287-57.2% | $3,332-57.8% |
| Admin fee / account holder | $621 | $3,322-81.3% | $5,478-88.7% | $4,645-86.6% |