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 | $31,042 | $80,717-61.5% | $154,803-79.9% | $84,808-63.4% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 7.92% | 37.96%-30.0pp | 58.88%-51.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,416 | $2,761-12.5% | $4,305-43.9% | $2,631-8.2% |
| Participant deferral / active EE | $4,232 | $3,303+28.1% | $5,540-23.6% | $4,212+0.5% |
| Admin fee / account holder | $2,682 | $6,746-60.2% | $14,329-81.3% | $7,344-63.5% |