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 | $38,117 | $47,848-20.3% | $81,478-53.2% | $70,131-45.6% |
| Participation rate | 12.5% | 58.3%-45.8pp | 68.0%-55.5pp | 69.5%-57.0pp |
| Annual return | 11.87% | 27.25%-15.4pp | 38.78%-26.9pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,634 | $1,527+7.0% | $2,568-36.4% | $2,342-30.3% |
| Participant deferral / active EE | $1,045 | $2,453-57.4% | $3,537-70.5% | $3,332-68.6% |
| Admin fee / account holder | $5,050 | $3,145+60.6% | $4,561+10.7% | $4,645+8.7% |