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 | $49,634 | $52,580-5.6% | $71,671-30.7% | $70,131-29.2% |
| Participation rate | 42.2% | 60.9%-18.7pp | 68.7%-26.6pp | 69.5%-27.4pp |
| Annual return | 11.72% | 20.25%-8.5pp | 20.65%-8.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $295 | $1,616-81.8% | $2,460-88.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,502 | $2,386-37.1% | $3,438-56.3% | $3,332-54.9% |
| Admin fee / account holder | $4,691 | $3,653+28.4% | $5,558-15.6% | $4,645+1.0% |