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 | $51,919 | $53,777-3.5% | $134,143-61.3% | $79,858-35.0% |
| Participation rate | 61.0% | 58.8%+2.2pp | 72.2%-11.2pp | 69.6%-8.7pp |
| Annual return | 7.94% | 19.01%-11.1pp | 36.33%-28.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,301 | $1,321-1.5% | $3,704-64.9% | $2,471-47.3% |
| Participant deferral / active EE | $1,941 | $2,420-19.8% | $3,499-44.5% | $3,740-48.1% |
| Admin fee / account holder | $2,483 | $3,984-37.7% | $6,684-62.9% | $5,306-53.2% |