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 | $47,867 | $80,717-40.7% | $154,803-69.1% | $84,808-43.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 10.10% | 37.96%-27.9pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $816 | $2,761-70.4% | $4,305-81.0% | $2,631-69.0% |
| Participant deferral / active EE | $2,297 | $3,303-30.5% | $5,540-58.5% | $4,212-45.5% |
| Admin fee / account holder | $369 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |