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 | $41,834 | $64,517-35.2% | $81,438-48.6% | $80,874-48.3% |
| Participation rate | 62.4% | 63.9%-1.6pp | 69.5%-7.2pp | 67.6%-5.3pp |
| Annual return | 9.01% | 16.35%-7.3pp | 24.74%-15.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $681 | $1,982-65.6% | $2,460-72.3% | $2,756-75.3% |
| Participant deferral / active EE | $1,915 | $3,096-38.2% | $3,883-50.7% | $4,297-55.4% |
| Admin fee / account holder | $9,738 | $5,677+71.5% | $5,764+69.0% | $6,935+40.4% |