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 | $63,442 | $62,672+1.2% | $185,117-65.7% | $70,131-9.5% |
| Participation rate | 58.2% | 63.8%-5.5pp | 77.3%-19.0pp | 69.5%-11.3pp |
| Annual return | 11.94% | 40.79%-28.9pp | 40.50%-28.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $974 | $1,753-44.5% | $4,182-76.7% | $2,342-58.4% |
| Participant deferral / active EE | $2,356 | $3,272-28.0% | $5,045-53.3% | $3,332-29.3% |
| Admin fee / account holder | $3,014 | $3,932-23.3% | $8,159-63.1% | $4,645-35.1% |