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 | $30,909 | $48,046-35.7% | $84,611-63.5% | $72,985-57.6% |
| Participation rate | 56.0% | 57.6%-1.6pp | 68.2%-12.2pp | 69.5%-13.5pp |
| Annual return | 16.77% | 37.38%-20.6pp | 258.74%-242.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,208 | $1,602-24.6% | $2,652-54.4% | $2,440-50.5% |
| Participant deferral / active EE | $2,053 | $2,680-23.4% | $3,899-47.3% | $3,607-43.1% |
| Admin fee / account holder | $5,277 | $3,395+55.5% | $4,912+7.4% | $5,124+3.0% |