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 | $53,926 | $74,927-28.0% | $101,794-47.0% | $84,808-36.4% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 10.41% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,558 | $1,522+2.3% | $2,289-32.0% | $2,631-40.8% |
| Participant deferral / active EE | $2,950 | $3,099-4.8% | $4,084-27.8% | $4,212-29.9% |
| Admin fee / account holder | $3,957 | $6,514-39.3% | $8,777-54.9% | $7,344-46.1% |