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 | $27,384 | $46,869-41.6% | $122,332-77.6% | $70,131-61.0% |
| Participation rate | 55.8% | 58.2%-2.4pp | 71.6%-15.9pp | 69.5%-13.8pp |
| Annual return | 11.68% | 24.22%-12.5pp | 30.27%-18.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $866 | $1,288-32.8% | $4,050-78.6% | $2,342-63.0% |
| Participant deferral / active EE | $1,627 | $2,166-24.9% | $3,287-50.5% | $3,332-51.2% |
| Admin fee / account holder | $1,166 | $3,322-64.9% | $5,478-78.7% | $4,645-74.9% |