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 | $38,243 | $67,606-43.4% | $82,313-53.5% | $70,131-45.5% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 11.19% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $608 | $1,755-65.3% | $2,428-74.9% | $2,342-74.0% |
| Participant deferral / active EE | $1,976 | $2,987-33.8% | $3,706-46.7% | $3,332-40.7% |
| Admin fee / account holder | $4,126 | $4,512-8.6% | $5,608-26.4% | $4,645-11.2% |