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 | $26,418 | $46,869-43.6% | $122,332-78.4% | $70,131-62.3% |
| Participation rate | 64.3% | 58.2%+6.1pp | 71.6%-7.3pp | 69.5%-5.3pp |
| Annual return | 9.57% | 24.22%-14.6pp | 30.27%-20.7pp | 73.14%-63.6pp |
| Employer contribution / active EE | $359 | $1,288-72.1% | $4,050-91.1% | $2,342-84.7% |
| Participant deferral / active EE | $929 | $2,166-57.1% | $3,287-71.7% | $3,332-72.1% |
| Admin fee / account holder | $1,691 | $3,322-49.1% | $5,478-69.1% | $4,645-63.6% |