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 | $38,407 | $56,277-31.8% | $80,975-52.6% | $62,891-38.9% |
| Participation rate | 65.5% | 69.0%-3.4pp | 75.8%-10.3pp | 69.3%-3.8pp |
| Annual return | 5.22% | 22.12%-16.9pp | 17.10%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $918 | $1,943-52.7% | $3,714-75.3% | $2,281-59.7% |
| Participant deferral / active EE | $2,094 | $4,195-50.1% | $5,696-63.2% | $3,203-34.6% |
| Admin fee / account holder | $8,322 | $3,741+122.5% | $5,516+50.9% | $4,296+93.7% |