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 | $53,974 | $64,348-16.1% | $90,160-40.1% | $70,131-23.0% |
| Participation rate | 67.6% | 70.4%-2.8pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | -16.72% | 28.13%-44.9pp | 34.88%-51.6pp | 73.14%-89.9pp |
| Employer contribution / active EE | $2,249 | $2,046+9.9% | $3,318-32.2% | $2,342-4.0% |
| Participant deferral / active EE | $4,637 | $4,389+5.7% | $5,288-12.3% | $3,332+39.2% |
| Admin fee / account holder | $3,820 | $3,944-3.1% | $5,943-35.7% | $4,645-17.8% |