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 | $52,880 | $58,512-9.6% | $84,015-37.1% | $72,985-27.5% |
| Participation rate | 69.8% | 61.2%+8.5pp | 69.0%+0.8pp | 69.5%+0.3pp |
| Annual return | 10.08% | 28.93%-18.9pp | 71.31%-61.2pp | 81.00%-70.9pp |
| Employer contribution / active EE | $507 | $1,163-56.4% | $1,983-74.4% | $2,440-79.2% |
| Participant deferral / active EE | $3,148 | $2,394+31.5% | $3,239-2.8% | $3,607-12.7% |
| Admin fee / account holder | $9,813 | $4,569+114.8% | $6,101+60.8% | $5,124+91.5% |