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 | $54,445 | $74,927-27.3% | $101,794-46.5% | $84,808-35.8% |
| Participation rate | 55.2% | 61.4%-6.2pp | 69.2%-14.0pp | 68.3%-13.1pp |
| Annual return | 8.12% | 18.70%-10.6pp | 30.53%-22.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $384 | $1,522-74.8% | $2,289-83.2% | $2,631-85.4% |
| Participant deferral / active EE | $3,307 | $3,099+6.7% | $4,084-19.0% | $4,212-21.5% |
| Admin fee / account holder | $2,581 | $6,514-60.4% | $8,777-70.6% | $7,344-64.9% |