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 | $55,911 | $87,733-36.3% | $106,548-47.5% | $85,850-34.9% |
| Participation rate | 51.7% | 71.9%-20.3pp | 76.1%-24.5pp | 69.3%-17.6pp |
| Annual return | 9.57% | 21.86%-12.3pp | 26.80%-17.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $494 | $2,073-76.2% | $2,819-82.5% | $2,565-80.7% |
| Participant deferral / active EE | $2,219 | $3,469-36.0% | $4,398-49.5% | $3,952-43.8% |
| Admin fee / account holder | $2,630 | $6,767-61.1% | $7,407-64.5% | $6,260-58.0% |