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 | $31,375 | $45,035-30.3% | $62,995-50.2% | $70,131-55.3% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 10.87% | 18.76%-7.9pp | 87.57%-76.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $680 | $2,051-66.9% | $2,759-75.4% | $2,342-71.0% |
| Participant deferral / active EE | $1,579 | $2,465-35.9% | $3,329-52.6% | $3,332-52.6% |
| Admin fee / account holder | $579 | $2,834-79.6% | $3,600-83.9% | $4,645-87.5% |