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 | $37,351 | $45,073-17.1% | $69,455-46.2% | $72,985-48.8% |
| Participation rate | 55.2% | 68.5%-13.3pp | 74.6%-19.4pp | 69.5%-14.3pp |
| Annual return | 4.88% | 22.65%-17.8pp | 28.97%-24.1pp | 81.00%-76.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,200 | $2,602-15.4% | $3,535-37.8% | $3,607-39.0% |
| Admin fee / account holder | $2,703 | $3,056-11.5% | $3,839-29.6% | $5,124-47.3% |