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 | $37,987 | $64,348-41.0% | $90,160-57.9% | $70,131-45.8% |
| Participation rate | 28.6% | 70.4%-41.9pp | 76.9%-48.3pp | 69.5%-41.0pp |
| Annual return | 13.86% | 28.13%-14.3pp | 34.88%-21.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $369 | $2,046-81.9% | $3,318-88.9% | $2,342-84.2% |
| Participant deferral / active EE | $3,331 | $4,389-24.1% | $5,288-37.0% | $3,3320% |
| Admin fee / account holder | $3,674 | $3,944-6.8% | $5,943-38.2% | $4,645-20.9% |