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 | $34,457 | $53,777-35.9% | $134,143-74.3% | $79,858-56.9% |
| Participation rate | 22.6% | 58.8%-36.2pp | 72.2%-49.6pp | 69.6%-47.1pp |
| Annual return | 7.96% | 19.01%-11.1pp | 36.33%-28.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,974 | $2,420-18.4% | $3,499-43.6% | $3,740-47.2% |
| Admin fee / account holder | $2,124 | $3,984-46.7% | $6,684-68.2% | $5,306-60.0% |