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 | $24,206 | $47,848-49.4% | $81,478-70.3% | $70,131-65.5% |
| Participation rate | 30.6% | 58.3%-27.7pp | 68.0%-37.4pp | 69.5%-39.0pp |
| Annual return | 10.59% | 27.25%-16.7pp | 38.78%-28.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $826 | $1,527-45.9% | $2,568-67.8% | $2,342-64.7% |
| Participant deferral / active EE | $1,862 | $2,453-24.1% | $3,537-47.4% | $3,332-44.1% |
| Admin fee / account holder | $3,264 | $3,145+3.8% | $4,561-28.4% | $4,645-29.7% |