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 | $27,083 | $58,512-53.7% | $84,015-67.8% | $72,985-62.9% |
| Participation rate | 52.9% | 61.2%-8.3pp | 69.0%-16.1pp | 69.5%-16.5pp |
| Annual return | 15.96% | 28.93%-13.0pp | 71.31%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $414 | $1,163-64.4% | $1,983-79.1% | $2,440-83.0% |
| Participant deferral / active EE | $1,992 | $2,394-16.8% | $3,239-38.5% | $3,607-44.8% |
| Admin fee / account holder | $1,257 | $4,569-72.5% | $6,101-79.4% | $5,124-75.5% |