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 | $51,868 | $53,777-3.5% | $134,143-61.3% | $79,858-35.0% |
| Participation rate | 57.6% | 58.8%-1.2pp | 72.2%-14.6pp | 69.6%-12.1pp |
| Annual return | 6.40% | 19.01%-12.6pp | 36.33%-29.9pp | 31.71%-25.3pp |
| Employer contribution / active EE | $900 | $1,321-31.9% | $3,704-75.7% | $2,471-63.6% |
| Participant deferral / active EE | $979 | $2,420-59.6% | $3,499-72.0% | $3,740-73.8% |
| Admin fee / account holder | $10,571 | $3,984+165.3% | $6,684+58.1% | $5,306+99.2% |