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 | $36,288 | $49,227-26.3% | $70,449-48.5% | $79,858-54.6% |
| Participation rate | 58.9% | 69.2%-10.2pp | 75.1%-16.1pp | 69.6%-10.7pp |
| Annual return | 4.86% | 30.06%-25.2pp | 109.03%-104.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,528 | $2,099-27.2% | $2,737-44.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,200 | $2,768-20.5% | $3,709-40.7% | $3,740-41.2% |
| Admin fee / account holder | $863 | $2,878-70.0% | $3,845-77.6% | $5,306-83.7% |