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 | $46,778 | $76,407-38.8% | $150,298-68.9% | $82,448-43.3% |
| Participation rate | 23.8% | 66.4%-42.6pp | 77.8%-54.0pp | 68.1%-44.3pp |
| Annual return | 9.23% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $398 | $2,614-84.8% | $4,154-90.4% | $2,551-84.4% |
| Participant deferral / active EE | $1,270 | $3,214-60.5% | $5,453-76.7% | $4,139-69.3% |
| Admin fee / account holder | $7,442 | $6,352+17.2% | $14,116-47.3% | $7,234+2.9% |