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 | $68,725 | $72,012-4.6% | $185,823-63.0% | $79,858-13.9% |
| Participation rate | 67.9% | 65.8%+2.1pp | 78.0%-10.2pp | 69.6%-1.8pp |
| Annual return | 1.43% | 23.12%-21.7pp | 35.95%-34.5pp | 31.71%-30.3pp |
| Employer contribution / active EE | $607 | $1,965-69.1% | $4,087-85.1% | $2,471-75.4% |
| Participant deferral / active EE | $3,523 | $3,779-6.8% | $5,632-37.5% | $3,740-5.8% |
| Admin fee / account holder | $4,857 | $4,513+7.6% | $9,500-48.9% | $5,306-8.5% |