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 | $20,434 | $43,075-52.6% | $74,583-72.6% | $62,891-67.5% |
| Participation rate | 40.5% | 58.1%-17.6pp | 68.1%-27.6pp | 69.3%-28.8pp |
| Annual return | 4.40% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $596 | $1,498-60.2% | $2,525-76.4% | $2,281-73.9% |
| Participant deferral / active EE | $863 | $2,389-63.9% | $3,458-75.0% | $3,203-73.1% |
| Admin fee / account holder | $2,068 | $2,840-27.2% | $4,138-50.0% | $4,296-51.9% |