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 | $35,534 | $49,173-27.7% | $121,098-70.7% | $75,163-52.7% |
| Participation rate | 32.3% | 55.4%-23.1pp | 69.5%-37.2pp | 67.2%-34.9pp |
| Annual return | 6.95% | 55.99%-49.0pp | 985.75%-978.8pp | 160.62%-153.7pp |
| Employer contribution / active EE | $433 | $1,546-72.0% | $4,164-89.6% | $2,670-83.8% |
| Participant deferral / active EE | $1,285 | $2,628-51.1% | $4,080-68.5% | $4,125-68.8% |
| Admin fee / account holder | $2,171 | $3,942-44.9% | $5,644-61.5% | $5,651-61.6% |