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 | $33,228 | $54,762-39.3% | $90,281-63.2% | $72,985-54.5% |
| Participation rate | 29.6% | 65.1%-35.5pp | 73.3%-43.6pp | 69.5%-39.9pp |
| Annual return | 16.04% | 30.63%-14.6pp | 78.10%-62.1pp | 81.00%-65.0pp |
| Employer contribution / active EE | $750 | $2,092-64.1% | $2,854-73.7% | $2,440-69.3% |
| Participant deferral / active EE | $1,479 | $2,887-48.8% | $3,885-61.9% | $3,607-59.0% |
| Admin fee / account holder | $765 | $3,972-80.7% | $5,351-85.7% | $5,124-85.1% |