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 | $48,854 | $56,897-14.1% | $84,750-42.4% | $62,891-22.3% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 4.11% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.0pp |
| Employer contribution / active EE | $623 | $2,400-74.0% | $3,574-82.6% | $2,281-72.7% |
| Participant deferral / active EE | $2,451 | $2,709-9.5% | $3,712-34.0% | $3,203-23.5% |
| Admin fee / account holder | $7,696 | $3,581+114.9% | $5,332+44.3% | $4,296+79.2% |