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 | $29,751 | $58,828-49.4% | $77,999-61.9% | $62,891-52.7% |
| Participation rate | 67.4% | 71.1%-3.6pp | 75.5%-8.1pp | 69.3%-1.9pp |
| Annual return | 3.71% | 17.16%-13.4pp | 425.96%-422.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $526 | $1,672-68.5% | $2,470-78.7% | $2,281-76.9% |
| Participant deferral / active EE | $1,844 | $2,686-31.3% | $3,497-47.3% | $3,203-42.4% |
| Admin fee / account holder | $1,717 | $4,393-60.9% | $5,480-68.7% | $4,296-60.0% |