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 | $43,267 | $80,717-46.4% | $154,803-72.1% | $84,808-49.0% |
| Participation rate | 56.7% | 66.8%-10.1pp | 78.1%-21.4pp | 68.3%-11.6pp |
| Annual return | 10.12% | 37.96%-27.8pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $712 | $2,761-74.2% | $4,305-83.5% | $2,631-72.9% |
| Participant deferral / active EE | $1,482 | $3,303-55.1% | $5,540-73.3% | $4,212-64.8% |
| Admin fee / account holder | $7,112 | $6,746+5.4% | $14,329-50.4% | $7,344-3.2% |