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 | $44,115 | $46,869-5.9% | $122,332-63.9% | $70,131-37.1% |
| Participation rate | 47.4% | 58.2%-10.8pp | 71.6%-24.3pp | 69.5%-22.2pp |
| Annual return | 11.71% | 24.22%-12.5pp | 30.27%-18.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $242 | $1,288-81.2% | $4,050-94.0% | $2,342-89.7% |
| Participant deferral / active EE | $1,438 | $2,166-33.6% | $3,287-56.3% | $3,332-56.8% |
| Admin fee / account holder | $3,325 | $3,322+0.1% | $5,478-39.3% | $4,645-28.4% |