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 | $27,673 | $59,839-53.8% | $81,983-66.2% | $79,858-65.3% |
| Participation rate | 59.0% | 61.6%-2.6pp | 69.2%-10.3pp | 69.6%-10.7pp |
| Annual return | 9.28% | 17.56%-8.3pp | 41.31%-32.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $544 | $1,713-68.3% | $2,498-78.2% | $2,471-78.0% |
| Participant deferral / active EE | $1,716 | $2,695-36.3% | $3,722-53.9% | $3,740-54.1% |
| Admin fee / account holder | $5,626 | $4,287+31.2% | $5,664-0.7% | $5,306+6.0% |