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 | $31,990 | $81,460-60.7% | $103,333-69.0% | $80,856-60.4% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.6%-40.4pp |
| Annual return | 10.00% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $854 | $3,105-72.5% | $3,868-77.9% | $2,755-69.0% |
| Participant deferral / active EE | $1,982 | $3,869-48.8% | $5,057-60.8% | $4,296-53.9% |
| Admin fee / account holder | $1,057 | $6,566-83.9% | $8,355-87.4% | $6,918-84.7% |