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 5-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 | $29,862 | $61,605-51.5% | $112,229-73.4% | $75,163-60.3% |
| Participation rate | 19.2% | 61.7%-42.4pp | 72.4%-53.2pp | 67.2%-48.0pp |
| Annual return | 9.97% | 28.47%-18.5pp | 30.20%-20.2pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,004 | $2,015-50.2% | $3,430-70.7% | $2,670-62.4% |
| Participant deferral / active EE | $2,764 | $3,108-11.1% | $4,798-42.4% | $4,125-33.0% |
| Admin fee / account holder | $2,646 | $4,862-45.6% | $7,748-65.8% | $5,651-53.2% |