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 | $46,686 | $64,480-27.6% | $81,382-42.6% | $80,856-42.3% |
| Participation rate | 63.4% | 63.9%-0.5pp | 69.5%-6.1pp | 67.6%-4.2pp |
| Annual return | 8.58% | 16.34%-7.8pp | 24.73%-16.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,607 | $1,978-18.8% | $2,463-34.7% | $2,755-41.7% |
| Participant deferral / active EE | $2,481 | $3,094-19.8% | $3,883-36.1% | $4,296-42.2% |
| Admin fee / account holder | $5,579 | $5,671-1.6% | $5,768-3.3% | $6,918-19.3% |