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 | $39,688 | $57,016-30.4% | $84,966-53.3% | $80,856-50.9% |
| Participation rate | 15.7% | 56.3%-40.7pp | 67.5%-51.8pp | 67.6%-52.0pp |
| Annual return | 9.45% | 21.66%-12.2pp | 66.38%-56.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $354 | $1,798-80.3% | $2,727-87.0% | $2,755-87.1% |
| Participant deferral / active EE | $831 | $3,110-73.3% | $4,519-81.6% | $4,296-80.7% |
| Admin fee / account holder | $778 | $4,980-84.4% | $6,149-87.3% | $6,918-88.7% |