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 | $41,096 | $54,762-25.0% | $90,281-54.5% | $72,985-43.7% |
| Participation rate | 64.3% | 65.1%-0.9pp | 73.3%-9.0pp | 69.5%-5.2pp |
| Annual return | 4.73% | 30.63%-25.9pp | 78.10%-73.4pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,006 | $2,092-4.1% | $2,854-29.7% | $2,440-17.8% |
| Participant deferral / active EE | $3,471 | $2,887+20.2% | $3,885-10.7% | $3,607-3.8% |
| Admin fee / account holder | $2,974 | $3,972-25.1% | $5,351-44.4% | $5,124-42.0% |