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 | $56,570 | $95,453-40.7% | $112,040-49.5% | $82,448-31.4% |
| Participation rate | 59.7% | 72.8%-13.0pp | 76.5%-16.8pp | 68.1%-8.3pp |
| Annual return | 10.54% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,131 | $2,318-51.2% | $2,954-61.7% | $2,551-55.7% |
| Participant deferral / active EE | $3,137 | $4,224-25.7% | $5,098-38.5% | $4,139-24.2% |
| Admin fee / account holder | $8,627 | $9,013-4.3% | $12,098-28.7% | $7,234+19.3% |