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 | $24,763 | $45,073-45.1% | $69,455-64.3% | $72,985-66.1% |
| Participation rate | 34.1% | 68.5%-34.4pp | 74.6%-40.5pp | 69.5%-35.4pp |
| Annual return | 4.31% | 22.65%-18.3pp | 28.97%-24.7pp | 81.00%-76.7pp |
| Employer contribution / active EE | $980 | $2,054-52.3% | $2,779-64.7% | $2,440-59.8% |
| Participant deferral / active EE | $980 | $2,602-62.3% | $3,535-72.3% | $3,607-72.8% |
| Admin fee / account holder | $2,883 | $3,056-5.7% | $3,839-24.9% | $5,124-43.7% |