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 | $46,078 | $77,899-40.8% | $149,673-69.2% | $75,163-38.7% |
| Participation rate | 51.5% | 65.6%-14.1pp | 78.8%-27.3pp | 67.2%-15.7pp |
| Annual return | 9.10% | 31.72%-22.6pp | 134.42%-125.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $569 | $3,137-81.9% | $4,818-88.2% | $2,670-78.7% |
| Participant deferral / active EE | $1,805 | $3,411-47.1% | $5,680-68.2% | $4,125-56.2% |
| Admin fee / account holder | $1,993 | $5,956-66.5% | $13,210-84.9% | $5,651-64.7% |