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 | $23,054 | $48,046-52.0% | $84,611-72.8% | $72,985-68.4% |
| Participation rate | 48.0% | 57.6%-9.6pp | 68.2%-20.2pp | 69.5%-21.5pp |
| Annual return | 14.59% | 37.38%-22.8pp | 258.74%-244.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $303 | $1,602-81.1% | $2,652-88.6% | $2,440-87.6% |
| Participant deferral / active EE | $801 | $2,680-70.1% | $3,899-79.5% | $3,607-77.8% |
| Admin fee / account holder | $1,503 | $3,395-55.7% | $4,912-69.4% | $5,124-70.7% |