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 | $30,887 | $46,869-34.1% | $122,332-74.8% | $70,131-56.0% |
| Participation rate | 30.4% | 58.2%-27.8pp | 71.6%-41.3pp | 69.5%-39.2pp |
| Annual return | 11.97% | 24.22%-12.2pp | 30.27%-18.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $291 | $1,288-77.4% | $4,050-92.8% | $2,342-87.6% |
| Participant deferral / active EE | $1,013 | $2,166-53.2% | $3,287-69.2% | $3,332-69.6% |
| Admin fee / account holder | $4,310 | $3,322+29.7% | $5,478-21.3% | $4,645-7.2% |