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 | $65,398 | $65,365+0.1% | $92,893-29.6% | $72,985-10.4% |
| Participation rate | 63.4% | 68.3%-4.9pp | 76.0%-12.6pp | 69.5%-6.1pp |
| Annual return | 8.21% | 42.10%-33.9pp | 109.41%-101.2pp | 81.00%-72.8pp |
| Employer contribution / active EE | $783 | $2,594-69.8% | $3,653-78.6% | $2,440-67.9% |
| Participant deferral / active EE | $1,475 | $3,128-52.9% | $4,236-65.2% | $3,607-59.1% |
| Admin fee / account holder | $1,165 | $4,251-72.6% | $5,794-79.9% | $5,124-77.3% |