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 | $35,042 | $52,580-33.4% | $71,671-51.1% | $70,131-50.0% |
| Participation rate | 69.8% | 60.9%+8.9pp | 68.7%+1.0pp | 69.5%+0.2pp |
| Annual return | 11.03% | 20.25%-9.2pp | 20.65%-9.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,252 | $1,616-22.5% | $2,460-49.1% | $2,342-46.5% |
| Participant deferral / active EE | $2,433 | $2,386+2.0% | $3,438-29.2% | $3,332-27.0% |
| Admin fee / account holder | $1,308 | $3,653-64.2% | $5,558-76.5% | $4,645-71.8% |