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 | $36,396 | $53,777-32.3% | $134,143-72.9% | $79,858-54.4% |
| Participation rate | 40.5% | 58.8%-18.3pp | 72.2%-31.7pp | 69.6%-29.2pp |
| Annual return | 10.05% | 19.01%-9.0pp | 36.33%-26.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $269 | $1,321-79.6% | $3,704-92.7% | $2,471-89.1% |
| Participant deferral / active EE | $1,473 | $2,420-39.2% | $3,499-57.9% | $3,740-60.6% |
| Admin fee / account holder | $2,108 | $3,984-47.1% | $6,684-68.5% | $5,306-60.3% |