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 | $70,984 | $72,012-1.4% | $185,823-61.8% | $79,858-11.1% |
| Participation rate | 59.6% | 65.8%-6.2pp | 78.0%-18.5pp | 69.6%-10.1pp |
| Annual return | 7.20% | 23.12%-15.9pp | 35.95%-28.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,973 | $1,965+0.4% | $4,087-51.7% | $2,471-20.2% |
| Participant deferral / active EE | $3,667 | $3,779-3.0% | $5,632-34.9% | $3,740-1.9% |
| Admin fee / account holder | $2,270 | $4,513-49.7% | $9,500-76.1% | $5,306-57.2% |