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 | $28,774 | $72,492-60.3% | $87,100-67.0% | $72,985-60.6% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 15.34% | 24.46%-9.1pp | 28.19%-12.8pp | 81.00%-65.7pp |
| Employer contribution / active EE | $915 | $1,894-51.7% | $2,521-63.7% | $2,440-62.5% |
| Participant deferral / active EE | $2,054 | $3,270-37.2% | $4,049-49.3% | $3,607-43.1% |
| Admin fee / account holder | $1,849 | $5,055-63.4% | $7,497-75.3% | $5,124-63.9% |