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 | $67,090 | $74,927-10.5% | $101,794-34.1% | $84,808-20.9% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.2%-15.9pp | 68.3%-15.0pp |
| Annual return | 12.17% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,682 | $1,522+10.5% | $2,289-26.5% | $2,631-36.1% |
| Participant deferral / active EE | $3,549 | $3,099+14.5% | $4,084-13.1% | $4,212-15.7% |
| Admin fee / account holder | $12,959 | $6,514+98.9% | $8,777+47.6% | $7,344+76.5% |