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 | $29,846 | $46,869-36.3% | $122,332-75.6% | $70,131-57.4% |
| Participation rate | 63.8% | 58.2%+5.6pp | 71.6%-7.8pp | 69.5%-5.7pp |
| Annual return | 12.94% | 24.22%-11.3pp | 30.27%-17.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $344 | $1,288-73.3% | $4,050-91.5% | $2,342-85.3% |
| Participant deferral / active EE | $1,244 | $2,166-42.6% | $3,287-62.1% | $3,332-62.6% |
| Admin fee / account holder | $4,430 | $3,322+33.3% | $5,478-19.1% | $4,645-4.6% |