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 | $54,293 | $54,541-0.5% | $78,778-31.1% | $70,131-22.6% |
| Participation rate | 65.4% | 60.8%+4.6pp | 69.2%-3.8pp | 69.5%-4.2pp |
| Annual return | 10.32% | 21.07%-10.7pp | 35.62%-25.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,045 | $1,089-4.0% | $1,986-47.4% | $2,342-55.4% |
| Participant deferral / active EE | $1,794 | $2,210-18.8% | $2,958-39.4% | $3,332-46.2% |
| Admin fee / account holder | $2,774 | $3,709-25.2% | $5,134-46.0% | $4,645-40.3% |