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 | $64,517-27.6% | $81,438-42.7% | $80,874-42.3% |
| Participation rate | 63.4% | 63.9%-0.5pp | 69.5%-6.1pp | 67.6%-4.2pp |
| Annual return | 8.58% | 16.35%-7.8pp | 24.74%-16.2pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,607 | $1,982-18.9% | $2,460-34.7% | $2,756-41.7% |
| Participant deferral / active EE | $2,481 | $3,096-19.9% | $3,883-36.1% | $4,297-42.3% |
| Admin fee / account holder | $5,579 | $5,677-1.7% | $5,764-3.2% | $6,935-19.6% |