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 | $30,657 | $53,127-42.3% | $86,590-64.6% | $70,131-56.3% |
| Participation rate | 32.4% | 65.3%-33.0pp | 73.5%-41.2pp | 69.5%-37.2pp |
| Annual return | 12.49% | 27.66%-15.2pp | 964.84%-952.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,204 | $2,068-41.8% | $2,839-57.6% | $2,342-48.6% |
| Participant deferral / active EE | $2,288 | $2,696-15.1% | $3,609-36.6% | $3,332-31.3% |
| Admin fee / account holder | $3,966 | $3,585+10.6% | $4,906-19.1% | $4,645-14.6% |