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 | $36,797 | $56,277-34.6% | $80,975-54.6% | $62,891-41.5% |
| Participation rate | 65.9% | 69.0%-3.0pp | 75.8%-9.9pp | 69.3%-3.4pp |
| Annual return | 4.98% | 22.12%-17.1pp | 17.10%-12.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,752 | $1,943-9.8% | $3,714-52.8% | $2,281-23.2% |
| Participant deferral / active EE | $3,265 | $4,195-22.2% | $5,696-42.7% | $3,203+1.9% |
| Admin fee / account holder | $4,674 | $3,741+24.9% | $5,516-15.3% | $4,296+8.8% |