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 9-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 | $47,424 | $48,076-1.4% | $78,689-39.7% | $62,891-24.6% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.6%-8.2pp | 69.3%-3.9pp |
| Annual return | 0.93% | 31.35%-30.4pp | 62.18%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $1,151 | $2,015-42.9% | $2,851-59.6% | $2,281-49.6% |
| Participant deferral / active EE | $2,593 | $2,588+0.2% | $3,517-26.3% | $3,203-19.1% |
| Admin fee / account holder | $1,319 | $3,207-58.9% | $4,510-70.7% | $4,296-69.3% |