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 | $25,706 | $68,346-62.4% | $94,646-72.8% | $75,163-65.8% |
| Participation rate | 45.0% | 76.1%-31.1pp | 80.8%-35.8pp | 67.2%-22.2pp |
| Annual return | 14.79% | 616.93%-602.1pp | 156.71%-141.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,144 | $2,701-57.6% | $3,672-68.8% | $2,670-57.2% |
| Participant deferral / active EE | $2,974 | $6,537-54.5% | $7,418-59.9% | $4,125-27.9% |
| Admin fee / account holder | $5,305 | $5,326-0.4% | $7,231-26.6% | $5,651-6.1% |