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 | $18,381 | $46,869-60.8% | $122,332-85.0% | $70,131-73.8% |
| Participation rate | 52.7% | 58.2%-5.5pp | 71.6%-18.9pp | 69.5%-16.8pp |
| Annual return | 12.50% | 24.22%-11.7pp | 30.27%-17.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $411 | $1,288-68.1% | $4,050-89.8% | $2,342-82.4% |
| Participant deferral / active EE | $1,638 | $2,166-24.4% | $3,287-50.2% | $3,332-50.8% |
| Admin fee / account holder | $646 | $3,322-80.6% | $5,478-88.2% | $4,645-86.1% |