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 | $49,924 | $56,110-11.0% | $94,993-47.4% | $70,131-28.8% |
| Participation rate | 58.6% | 65.0%-6.4pp | 73.9%-15.3pp | 69.5%-10.9pp |
| Annual return | 12.17% | 51.02%-38.9pp | 27.12%-15.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $756 | $1,442-47.6% | $2,603-71.0% | $2,342-67.7% |
| Participant deferral / active EE | $1,789 | $2,391-25.2% | $3,317-46.1% | $3,332-46.3% |
| Admin fee / account holder | $1,260 | $3,456-63.5% | $4,960-74.6% | $4,645-72.9% |