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 | $49,635 | $57,354-13.5% | $83,848-40.8% | $64,186-22.7% |
| Participation rate | 68.6% | 68.6%0pp | 76.1%-7.5pp | 69.6%-0.9pp |
| Annual return | -8.80% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $656 | $2,545-74.2% | $3,631-81.9% | $2,381-72.4% |
| Participant deferral / active EE | $2,674 | $2,993-10.7% | $4,082-34.5% | $3,470-22.9% |
| Admin fee / account holder | $3,010 | $4,046-25.6% | $5,478-45.0% | $4,888-38.4% |