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 | $48,655 | $56,047-13.2% | $98,716-50.7% | $79,634-38.9% |
| Participation rate | 19.5% | 54.6%-35.1pp | 69.3%-49.8pp | 62.5%-43.0pp |
| Annual return | 10.42% | 17.58%-7.2pp | 31.81%-21.4pp | 36.46%-26.0pp |
| Employer contribution / active EE | $152 | $1,237-87.7% | $2,279-93.3% | $2,529-94.0% |
| Participant deferral / active EE | $1,044 | $2,469-57.7% | $4,048-74.2% | $3,835-72.8% |
| Admin fee / account holder | $1,088 | $1,512-28.0% | $8,703-87.5% | $1,002+8.6% |