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 | $20,548 | $46,553-55.9% | $64,056-67.9% | $75,163-72.7% |
| Participation rate | 56.5% | 65.9%-9.4pp | 72.3%-15.8pp | 67.2%-10.7pp |
| Annual return | 10.78% | 26.03%-15.2pp | 33.69%-22.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $464 | $1,974-76.5% | $2,747-83.1% | $2,670-82.6% |
| Participant deferral / active EE | $972 | $2,837-65.7% | $3,880-74.9% | $4,125-76.4% |
| Admin fee / account holder | $2,166 | $2,952-26.6% | $3,068-29.4% | $5,651-61.7% |