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 | $56,270 | $80,968-30.5% | $96,544-41.7% | $75,163-25.1% |
| Participation rate | 48.6% | 71.8%-23.2pp | 76.0%-27.4pp | 67.2%-18.6pp |
| Annual return | 8.81% | 27.06%-18.3pp | 25.84%-17.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $711 | $2,282-68.8% | $2,965-76.0% | $2,670-73.4% |
| Participant deferral / active EE | $2,813 | $3,928-28.4% | $4,851-42.0% | $4,125-31.8% |
| Admin fee / account holder | $34,201 | $6,724+408.6% | $8,252+314.4% | $5,651+505.2% |