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 | $54,464 | $62,127-12.3% | $81,382-33.1% | $74,495-26.9% |
| Participation rate | 63.1% | 64.0%-0.9pp | 69.5%-6.4pp | 67.2%-4.1pp |
| Annual return | 10.34% | 16.48%-6.1pp | 24.73%-14.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,720 | $1,882-8.6% | $2,463-30.2% | $2,623-34.4% |
| Participant deferral / active EE | $3,082 | $3,229-4.6% | $3,883-20.6% | $4,346-29.1% |
| Admin fee / account holder | $847 | $1,934-56.2% | $5,768-85.3% | $1,942-56.4% |