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 | $42,457 | $72,012-41.0% | $185,823-77.2% | $79,858-46.8% |
| Participation rate | 62.0% | 65.8%-3.8pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 10.13% | 23.12%-13.0pp | 35.95%-25.8pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,515 | $1,965-22.9% | $4,087-62.9% | $2,471-38.7% |
| Participant deferral / active EE | $3,209 | $3,779-15.1% | $5,632-43.0% | $3,740-14.2% |
| Admin fee / account holder | $1,922 | $4,513-57.4% | $9,500-79.8% | $5,306-63.8% |