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 | $18,560 | $54,762-66.1% | $90,281-79.4% | $72,985-74.6% |
| Participation rate | 28.9% | 65.1%-36.3pp | 73.3%-44.4pp | 69.5%-40.6pp |
| Annual return | 9.94% | 30.63%-20.7pp | 78.10%-68.2pp | 81.00%-71.1pp |
| Employer contribution / active EE | $1,613 | $2,092-22.9% | $2,854-43.5% | $2,440-33.9% |
| Participant deferral / active EE | $1,915 | $2,887-33.7% | $3,885-50.7% | $3,607-46.9% |
| Admin fee / account holder | $794 | $3,972-80.0% | $5,351-85.2% | $5,124-84.5% |