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 | $40,026 | $60,165-33.5% | $74,183-46.0% | $55,167-27.4% |
| Participation rate | 43.6% | 74.2%-30.6pp | 76.6%-33.1pp | 69.0%-25.4pp |
| Annual return | 4.48% | 10.00%-5.5pp | 17.74%-13.3pp | 169.23%-164.7pp |
| Employer contribution / active EE | $976 | $1,600-39.0% | $2,370-58.8% | $1,963-50.3% |
| Participant deferral / active EE | $1,816 | $2,973-38.9% | $3,550-48.8% | $3,054-40.5% |
| Admin fee / account holder | $602 | $419+43.5% | $5,586-89.2% | $504+19.4% |