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 | $65,855 | $76,367-13.8% | $93,606-29.6% | $72,985-9.8% |
| Participation rate | 57.5% | 71.7%-14.2pp | 75.8%-18.3pp | 69.5%-12.0pp |
| Annual return | 6.04% | 25.82%-19.8pp | 32.76%-26.7pp | 81.00%-75.0pp |
| Employer contribution / active EE | $468 | $2,275-79.4% | $2,718-82.8% | $2,440-80.8% |
| Participant deferral / active EE | $2,427 | $3,538-31.4% | $4,069-40.3% | $3,607-32.7% |
| Admin fee / account holder | $1,530 | $6,838-77.6% | $7,888-80.6% | $5,124-70.1% |