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 | $61,306 | $57,541+6.5% | $95,745-36.0% | $75,163-18.4% |
| Participation rate | 62.5% | 62.5%0pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 12.70% | 34.93%-22.2pp | 28.35%-15.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $451 | $1,808-75.0% | $2,835-84.1% | $2,670-83.1% |
| Participant deferral / active EE | $2,347 | $3,074-23.6% | $4,245-44.7% | $4,125-43.1% |
| Admin fee / account holder | $4,409 | $4,099+7.6% | $5,678-22.3% | $5,651-22.0% |