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 | $47,719 | $58,851-18.9% | $115,157-58.6% | $72,985-34.6% |
| Participation rate | 61.5% | 65.5%-4.0pp | 75.9%-14.4pp | 69.5%-7.9pp |
| Annual return | 10.19% | 23.16%-13.0pp | 35.60%-25.4pp | 81.00%-70.8pp |
| Employer contribution / active EE | $1,676 | $1,798-6.8% | $3,179-47.3% | $2,440-31.3% |
| Participant deferral / active EE | $2,744 | $2,643+3.8% | $4,168-34.2% | $3,607-23.9% |
| Admin fee / account holder | $4,413 | $6,370-30.7% | $7,088-37.7% | $5,124-13.9% |