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 | $36,919 | $63,355-41.7% | $91,989-59.9% | $72,985-49.4% |
| Participation rate | 65.6% | 72.5%-6.9pp | 78.6%-13.0pp | 69.5%-3.9pp |
| Annual return | 4.60% | 35.35%-30.8pp | 69.02%-64.4pp | 81.00%-76.4pp |
| Employer contribution / active EE | $287 | $2,116-86.5% | $3,452-91.7% | $2,440-88.3% |
| Participant deferral / active EE | $3,012 | $4,883-38.3% | $5,923-49.2% | $3,607-16.5% |
| Admin fee / account holder | $1,803 | $4,668-61.4% | $7,743-76.7% | $5,124-64.8% |