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 | $67,891 | $78,422-13.4% | $95,952-29.2% | $79,858-15.0% |
| Participation rate | 65.2% | 73.5%-8.3pp | 77.1%-11.9pp | 69.6%-4.4pp |
| Annual return | 7.97% | 19.37%-11.4pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,721 | $1,945-11.5% | $2,541-32.3% | $2,471-30.3% |
| Participant deferral / active EE | $4,245 | $3,440+23.4% | $4,167+1.9% | $3,740+13.5% |
| Admin fee / account holder | $2,675 | $5,622-52.4% | $6,795-60.6% | $5,306-49.6% |