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 | $32,236 | $100,923-68.1% | $150,045-78.5% | $74,304-56.6% |
| Participation rate | 59.5% | 70.1%-10.6pp | 82.3%-22.9pp | 60.3%-0.9pp |
| Annual return | 12.99% | 51.77%-38.8pp | 62.55%-49.6pp | 29.43%-16.4pp |
| Employer contribution / active EE | $745 | $3,463-78.5% | $4,693-84.1% | $2,241-66.7% |
| Participant deferral / active EE | $2,592 | $6,709-61.4% | $7,997-67.6% | $3,767-31.2% |
| Admin fee / account holder | $2,596 | $2,767-6.2% | $13,435-80.7% | $2,969-12.6% |