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 | $39,811 | $65,395-39.1% | $182,532-78.2% | $72,985-45.5% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-14.9pp | 69.5%-6.4pp |
| Annual return | 16.62% | 27.68%-11.1pp | 148.54%-131.9pp | 81.00%-64.4pp |
| Employer contribution / active EE | $652 | $1,911-65.9% | $4,076-84.0% | $2,440-73.3% |
| Participant deferral / active EE | $1,985 | $3,563-44.3% | $5,524-64.1% | $3,607-45.0% |
| Admin fee / account holder | $816 | $4,245-80.8% | $8,592-90.5% | $5,124-84.1% |