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 5-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 | $48,715 | $55,706-12.5% | $75,886-35.8% | $72,985-33.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 12.33% | 27.59%-15.3pp | 30.76%-18.4pp | 81.00%-68.7pp |
| Employer contribution / active EE | $1,200 | $1,687-28.8% | $2,500-52.0% | $2,440-50.8% |
| Participant deferral / active EE | $2,550 | $2,634-3.2% | $3,603-29.2% | $3,607-29.3% |
| Admin fee / account holder | $4,120 | $3,978+3.6% | $5,418-24.0% | $5,124-19.6% |