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 | $29,895 | $78,422-61.9% | $95,952-68.8% | $79,858-62.6% |
| Participation rate | 61.4% | 73.5%-12.1pp | 77.1%-15.7pp | 69.6%-8.2pp |
| Annual return | 6.68% | 19.37%-12.7pp | 91.61%-84.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,293 | $1,945-33.5% | $2,541-49.1% | $2,471-47.7% |
| Participant deferral / active EE | $2,270 | $3,440-34.0% | $4,167-45.5% | $3,740-39.3% |
| Admin fee / account holder | $1,660 | $5,622-70.5% | $6,795-75.6% | $5,306-68.7% |