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 | $41,830 | $51,576-18.9% | $129,207-67.6% | $80,856-48.3% |
| Participation rate | 53.8% | 57.0%-3.1pp | 69.6%-15.8pp | 67.6%-13.8pp |
| Annual return | 10.78% | 20.81%-10.0pp | 9417.33%-9406.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $658 | $1,584-58.4% | $4,153-84.2% | $2,755-76.1% |
| Participant deferral / active EE | $3,060 | $2,669+14.6% | $4,168-26.6% | $4,296-28.8% |
| Admin fee / account holder | $6,866 | $4,305+59.5% | $7,715-11.0% | $6,918-0.8% |