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 | $41,669 | $63,346-34.2% | $92,233-54.8% | $70,131-40.6% |
| Participation rate | 51.4% | 68.7%-17.2pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 8.26% | 530.12%-521.9pp | 176.28%-168.0pp | 73.14%-64.9pp |
| Employer contribution / active EE | $513 | $2,471-79.2% | $3,679-86.1% | $2,342-78.1% |
| Participant deferral / active EE | $2,217 | $2,854-22.3% | $3,897-43.1% | $3,332-33.4% |
| Admin fee / account holder | $1,303 | $3,840-66.1% | $5,194-74.9% | $4,645-71.9% |