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 | $45,274 | $45,073+0.4% | $69,455-34.8% | $72,985-38.0% |
| Participation rate | 49.2% | 68.5%-19.3pp | 74.6%-25.4pp | 69.5%-20.3pp |
| Annual return | 3.56% | 22.65%-19.1pp | 28.97%-25.4pp | 81.00%-77.4pp |
| Employer contribution / active EE | $1,094 | $2,054-46.8% | $2,779-60.6% | $2,440-55.2% |
| Participant deferral / active EE | $2,088 | $2,602-19.8% | $3,535-41.0% | $3,607-42.1% |
| Admin fee / account holder | $1,190 | $3,056-61.0% | $3,839-69.0% | $5,124-76.8% |