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 | $51,783 | $68,547-24.5% | $120,354-57.0% | $80,856-36.0% |
| Participation rate | 51.9% | 61.6%-9.7pp | 71.9%-20.1pp | 67.6%-15.8pp |
| Annual return | 9.21% | 23.60%-14.4pp | 107.15%-97.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,156 | $2,051+5.1% | $3,463-37.7% | $2,755-21.7% |
| Participant deferral / active EE | $3,028 | $3,173-4.6% | $4,991-39.3% | $4,296-29.5% |
| Admin fee / account holder | $4,083 | $5,732-28.8% | $9,423-56.7% | $6,918-41.0% |