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 | $74,927-15.1% | $101,794-37.5% | $84,808-25.0% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.2%-11.1pp | 68.3%-10.2pp |
| Annual return | 8.18% | 18.70%-10.5pp | 30.53%-22.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,435 | $1,522-5.7% | $2,289-37.3% | $2,631-45.5% |
| Participant deferral / active EE | $2,270 | $3,099-26.8% | $4,084-44.4% | $4,212-46.1% |
| Admin fee / account holder | $4,079 | $6,514-37.4% | $8,777-53.5% | $7,344-44.5% |