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 | $36,598 | $54,762-33.2% | $90,281-59.5% | $72,985-49.9% |
| Participation rate | 53.6% | 65.1%-11.6pp | 73.3%-19.7pp | 69.5%-15.9pp |
| Annual return | 3.66% | 30.63%-27.0pp | 78.10%-74.4pp | 81.00%-77.3pp |
| Employer contribution / active EE | $420 | $2,092-79.9% | $2,854-85.3% | $2,440-82.8% |
| Participant deferral / active EE | $1,948 | $2,887-32.5% | $3,885-49.9% | $3,607-46.0% |
| Admin fee / account holder | $512 | $3,972-87.1% | $5,351-90.4% | $5,124-90.0% |