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 | $65,619 | $79,944-17.9% | $98,439-33.3% | $75,163-12.7% |
| Participation rate | 61.0% | 70.4%-9.4pp | 75.2%-14.1pp | 67.2%-6.2pp |
| Annual return | 7.04% | 19.75%-12.7pp | 21.16%-14.1pp | 160.62%-153.6pp |
| Employer contribution / active EE | $668 | $2,264-70.5% | $3,048-78.1% | $2,670-75.0% |
| Participant deferral / active EE | $2,450 | $3,752-34.7% | $4,738-48.3% | $4,125-40.6% |
| Admin fee / account holder | $4,363 | $6,840-36.2% | $8,948-51.2% | $5,651-22.8% |