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 | $47,767 | $47,944-0.4% | $67,834-29.6% | $62,891-24.0% |
| Participation rate | 59.7% | 61.1%-1.4pp | 68.8%-9.1pp | 69.3%-9.6pp |
| Annual return | 3.92% | 11.77%-7.8pp | 138.47%-134.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,433 | $1,562-8.3% | $2,403-40.4% | $2,281-37.2% |
| Participant deferral / active EE | $2,424 | $2,247+7.9% | $3,160-23.3% | $3,203-24.3% |
| Admin fee / account holder | $4,456 | $3,712+20.0% | $4,622-3.6% | $4,296+3.7% |