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 | $24,875 | $55,706-55.3% | $75,886-67.2% | $72,985-65.9% |
| Participation rate | 67.9% | 61.1%+6.7pp | 69.3%-1.4pp | 69.5%-1.6pp |
| Annual return | 0.52% | 27.59%-27.1pp | 30.76%-30.2pp | 81.00%-80.5pp |
| Employer contribution / active EE | $1,645 | $1,687-2.5% | $2,500-34.2% | $2,440-32.6% |
| Participant deferral / active EE | $1,877 | $2,634-28.7% | $3,603-47.9% | $3,607-48.0% |
| Admin fee / account holder | $2,014 | $3,978-49.4% | $5,418-62.8% | $5,124-60.7% |