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 | $44,910 | $48,750-7.9% | $88,946-49.5% | $74,304-39.6% |
| Participation rate | 57.9% | 44.5%+13.5pp | 68.8%-10.9pp | 60.3%-2.4pp |
| Annual return | 11.58% | 25.91%-14.3pp | 57.82%-46.2pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,176 | $1,255-6.3% | $2,555-54.0% | $2,241-47.5% |
| Participant deferral / active EE | $1,841 | $2,423-24.0% | $4,581-59.8% | $3,767-51.1% |
| Admin fee / account holder | $2,695 | $3,756-28.3% | $8,261-67.4% | $2,969-9.2% |