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 | $67,493 | $64,480+4.7% | $81,382-17.1% | $80,856-16.5% |
| Participation rate | 67.6% | 63.9%+3.8pp | 69.5%-1.8pp | 67.6%0pp |
| Annual return | 9.57% | 16.34%-6.8pp | 24.73%-15.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,547 | $3,094-50.0% | $3,883-60.1% | $4,296-64.0% |
| Admin fee / account holder | $4,011 | $5,671-29.3% | $5,768-30.5% | $6,918-42.0% |