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 | $37,757 | $46,869-19.4% | $122,332-69.1% | $70,131-46.2% |
| Participation rate | 51.8% | 58.2%-6.4pp | 71.6%-19.8pp | 69.5%-17.7pp |
| Annual return | 12.85% | 24.22%-11.4pp | 30.27%-17.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $236 | $1,288-81.7% | $4,050-94.2% | $2,342-89.9% |
| Participant deferral / active EE | $1,861 | $2,166-14.1% | $3,287-43.4% | $3,332-44.1% |
| Admin fee / account holder | $1,934 | $3,322-41.8% | $5,478-64.7% | $4,645-58.4% |