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 | $54,818 | $53,777+1.9% | $134,143-59.1% | $79,858-31.4% |
| Participation rate | 54.3% | 58.8%-4.4pp | 72.2%-17.8pp | 69.6%-15.3pp |
| Annual return | 9.95% | 19.01%-9.1pp | 36.33%-26.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $804 | $1,321-39.2% | $3,704-78.3% | $2,471-67.5% |
| Participant deferral / active EE | $2,314 | $2,420-4.4% | $3,499-33.9% | $3,740-38.1% |
| Admin fee / account holder | $983 | $3,984-75.3% | $6,684-85.3% | $5,306-81.5% |