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 | $95,803-41.0% | $113,168-50.0% | $84,808-33.3% |
| Participation rate | 59.7% | 72.9%-13.1pp | 76.6%-16.8pp | 68.3%-8.6pp |
| Annual return | 10.54% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,131 | $2,360-52.1% | $2,975-62.0% | $2,631-57.0% |
| Participant deferral / active EE | $3,137 | $4,242-26.0% | $5,107-38.6% | $4,212-25.5% |
| Admin fee / account holder | $8,627 | $8,989-4.0% | $12,068-28.5% | $7,344+17.5% |