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 | $57,860 | $52,580+10.0% | $71,671-19.3% | $70,131-17.5% |
| Participation rate | 57.5% | 60.9%-3.4pp | 68.7%-11.2pp | 69.5%-12.0pp |
| Annual return | 7.83% | 20.25%-12.4pp | 20.65%-12.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,276 | $1,616-21.0% | $2,460-48.1% | $2,342-45.5% |
| Participant deferral / active EE | $2,372 | $2,386-0.6% | $3,438-31.0% | $3,332-28.8% |
| Admin fee / account holder | $1,218 | $3,653-66.6% | $5,558-78.1% | $4,645-73.8% |