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 | $50,718 | $65,041-22.0% | $90,951-44.2% | $79,858-36.5% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.1pp |
| Annual return | 9.96% | 30.45%-20.5pp | 134.60%-124.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $540 | $1,247-56.7% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $1,762 | $2,512-29.8% | $3,373-47.8% | $3,740-52.9% |
| Admin fee / account holder | $2,320 | $4,536-48.9% | $5,959-61.1% | $5,306-56.3% |