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 | $61,523 | $64,324-4.4% | $118,925-48.3% | $79,858-23.0% |
| Participation rate | 68.9% | 64.9%+4.1pp | 75.4%-6.5pp | 69.6%-0.7pp |
| Annual return | 8.39% | 86.45%-78.1pp | 35.88%-27.5pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,632 | $1,836-11.1% | $3,263-50.0% | $2,471-33.9% |
| Participant deferral / active EE | $3,235 | $2,824+14.6% | $4,265-24.2% | $3,740-13.5% |
| Admin fee / account holder | $455 | $4,040-88.7% | $6,581-93.1% | $5,306-91.4% |