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 4-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 | $58,603 | $95,803-38.8% | $113,168-48.2% | $84,808-30.9% |
| Participation rate | 69.4% | 72.9%-3.4pp | 76.6%-7.1pp | 68.3%+1.1pp |
| Annual return | 10.97% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $933 | $2,360-60.5% | $2,975-68.7% | $2,631-64.6% |
| Participant deferral / active EE | $4,430 | $4,242+4.4% | $5,107-13.3% | $4,212+5.2% |
| Admin fee / account holder | $5,718 | $8,989-36.4% | $12,068-52.6% | $7,344-22.1% |