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 | $61,222 | $65,365-6.3% | $92,893-34.1% | $72,985-16.1% |
| Participation rate | 55.6% | 68.3%-12.8pp | 76.0%-20.4pp | 69.5%-13.9pp |
| Annual return | 3.14% | 42.10%-39.0pp | 109.41%-106.3pp | 81.00%-77.9pp |
| Employer contribution / active EE | $764 | $2,594-70.5% | $3,653-79.1% | $2,440-68.7% |
| Participant deferral / active EE | $2,879 | $3,128-8.0% | $4,236-32.0% | $3,607-20.2% |
| Admin fee / account holder | $5,686 | $4,251+33.7% | $5,794-1.9% | $5,124+11.0% |