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 | $48,758 | $80,968-39.8% | $96,544-49.5% | $75,163-35.1% |
| Participation rate | 69.1% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+1.9pp |
| Annual return | 11.14% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $974 | $2,282-57.3% | $2,965-67.2% | $2,670-63.5% |
| Participant deferral / active EE | $3,894 | $3,928-0.9% | $4,851-19.7% | $4,125-5.6% |
| Admin fee / account holder | $10,354 | $6,724+54.0% | $8,252+25.5% | $5,651+83.2% |