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 | $71,103 | $109,413-35.0% | $156,263-54.5% | $84,808-16.2% |
| Participation rate | 52.0% | 72.7%-20.7pp | 78.9%-26.9pp | 68.3%-16.3pp |
| Annual return | 11.28% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,026 | $2,907-64.7% | $4,333-76.3% | $2,631-61.0% |
| Participant deferral / active EE | $2,390 | $4,590-47.9% | $6,158-61.2% | $4,212-43.2% |
| Admin fee / account holder | $2,372 | $9,357-74.6% | $14,255-83.4% | $7,344-67.7% |