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 | $63,597 | $73,787-13.8% | $98,716-35.6% | $82,448-22.9% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 8.18% | 18.57%-10.4pp | 31.81%-23.6pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,435 | $1,511-5.1% | $2,279-37.0% | $2,551-43.8% |
| Participant deferral / active EE | $2,270 | $3,081-26.3% | $4,048-43.9% | $4,139-45.2% |
| Admin fee / account holder | $4,079 | $6,500-37.2% | $8,703-53.1% | $7,234-43.6% |