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 | $39,624 | $58,512-32.3% | $84,015-52.8% | $72,985-45.7% |
| Participation rate | 54.1% | 61.2%-7.2pp | 69.0%-15.0pp | 69.5%-15.4pp |
| Annual return | 15.79% | 28.93%-13.1pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $325 | $1,163-72.1% | $1,983-83.6% | $2,440-86.7% |
| Participant deferral / active EE | $1,246 | $2,394-47.9% | $3,239-61.5% | $3,607-65.5% |
| Admin fee / account holder | $6,428 | $4,569+40.7% | $6,101+5.4% | $5,124+25.4% |