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 | $29,492 | $51,175-42.4% | $70,515-58.2% | $75,163-60.8% |
| Participation rate | 57.1% | 60.9%-3.8pp | 68.3%-11.2pp | 67.2%-10.0pp |
| Annual return | 13.14% | 30.02%-16.9pp | 32.77%-19.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $512 | $1,826-71.9% | $2,973-82.8% | $2,670-80.8% |
| Participant deferral / active EE | $1,403 | $2,849-50.7% | $4,567-69.3% | $4,125-66.0% |
| Admin fee / account holder | $4,945 | $4,091+20.9% | $6,412-22.9% | $5,651-12.5% |