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 | $16,658 | $52,580-68.3% | $71,671-76.8% | $70,131-76.2% |
| Participation rate | 34.9% | 60.9%-26.0pp | 68.7%-33.8pp | 69.5%-34.6pp |
| Annual return | 9.13% | 20.25%-11.1pp | 20.65%-11.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $703 | $1,616-56.5% | $2,460-71.4% | $2,342-70.0% |
| Participant deferral / active EE | $945 | $2,386-60.4% | $3,438-72.5% | $3,332-71.6% |
| Admin fee / account holder | $4,264 | $3,653+16.7% | $5,558-23.3% | $4,645-8.2% |