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 | $46,340 | $54,705-15.3% | $71,209-34.9% | $84,808-45.4% |
| Participation rate | 26.2% | 64.1%-37.9pp | 73.8%-47.6pp | 68.3%-42.1pp |
| Annual return | 9.33% | 35.90%-26.6pp | 282.51%-273.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $386 | $2,158-82.1% | $2,721-85.8% | $2,631-85.3% |
| Participant deferral / active EE | $1,565 | $3,030-48.4% | $4,175-62.5% | $4,212-62.8% |
| Admin fee / account holder | $3,063 | $4,863-37.0% | $5,349-42.7% | $7,344-58.3% |