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 | $57,725 | $58,512-1.3% | $84,015-31.3% | $72,985-20.9% |
| Participation rate | 67.3% | 61.2%+6.0pp | 69.0%-1.7pp | 69.5%-2.2pp |
| Annual return | 16.47% | 28.93%-12.5pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,856 | $2,394-22.5% | $3,239-42.7% | $3,607-48.6% |
| Admin fee / account holder | $1,449 | $4,569-68.3% | $6,101-76.2% | $5,124-71.7% |