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 | $53,109 | $90,503-41.3% | $78,689-32.5% | $273,961-80.6% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 0.14% | 75.60%-75.5pp | 62.18%-62.0pp | 41.45%-41.3pp |
| Employer contribution / active EE | $487 | $3,176-84.7% | $2,851-82.9% | $4,869-90.0% |
| Participant deferral / active EE | $2,304 | $3,901-41.0% | $3,517-34.5% | $5,287-56.4% |
| Admin fee / account holder | $14,842 | $5,263+182.0% | $4,510+229.1% | $10,132+46.5% |