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 | $44,197 | $46,869-5.7% | $122,332-63.9% | $70,131-37.0% |
| Participation rate | 40.0% | 58.2%-18.2pp | 71.6%-31.6pp | 69.5%-29.5pp |
| Annual return | 8.16% | 24.22%-16.1pp | 30.27%-22.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $907 | $1,288-29.6% | $4,050-77.6% | $2,342-61.3% |
| Participant deferral / active EE | $1,118 | $2,166-48.4% | $3,287-66.0% | $3,332-66.5% |
| Admin fee / account holder | $3,115 | $3,322-6.2% | $5,478-43.1% | $4,645-32.9% |