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 | $64,480-35.1% | $81,382-48.6% | $80,856-48.3% |
| Participation rate | 62.4% | 63.9%-1.5pp | 69.5%-7.1pp | 67.6%-5.3pp |
| Annual return | 9.01% | 16.34%-7.3pp | 24.73%-15.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $681 | $1,978-65.6% | $2,463-72.3% | $2,755-75.3% |
| Participant deferral / active EE | $1,915 | $3,094-38.1% | $3,883-50.7% | $4,296-55.4% |
| Admin fee / account holder | $9,738 | $5,671+71.7% | $5,768+68.8% | $6,918+40.8% |