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 | $50,352 | $228,332-77.9% | $185,823-72.9% | $158,922-68.3% |
| Participation rate | 18.8% | 82.3%-63.5pp | 78.0%-59.3pp | 82.0%-63.2pp |
| Annual return | 0.75% | 40.80%-40.0pp | 35.95%-35.2pp | 302.83%-302.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,460 | $6,415-77.2% | $5,632-74.1% | $5,982-75.6% |
| Admin fee / account holder | $8,784 | $11,864-26.0% | $9,500-7.5% | $11,246-21.9% |