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 | $42,865 | $87,870-51.2% | $113,168-62.1% | $74,304-42.3% |
| Participation rate | 39.8% | 70.7%-31.0pp | 76.6%-36.8pp | 60.3%-20.6pp |
| Annual return | 12.29% | 26.44%-14.1pp | 24.27%-12.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,634 | $2,277-28.3% | $2,975-45.1% | $2,241-27.1% |
| Participant deferral / active EE | $3,637 | $4,241-14.2% | $5,107-28.8% | $3,767-3.5% |
| Admin fee / account holder | $1,840 | $3,368-45.4% | $12,068-84.8% | $2,969-38.0% |