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 | $32,657 | $54,705-40.3% | $71,209-54.1% | $84,808-61.5% |
| Participation rate | 47.3% | 64.1%-16.8pp | 73.8%-26.5pp | 68.3%-21.1pp |
| Annual return | 12.80% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $774 | $2,158-64.1% | $2,721-71.5% | $2,631-70.6% |
| Participant deferral / active EE | $1,352 | $3,030-55.4% | $4,175-67.6% | $4,212-67.9% |
| Admin fee / account holder | $5,044 | $4,863+3.7% | $5,349-5.7% | $7,344-31.3% |