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 | $52,237 | $77,899-32.9% | $149,673-65.1% | $75,163-30.5% |
| Participation rate | 31.1% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.1pp |
| Annual return | 13.25% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $850 | $3,137-72.9% | $4,818-82.3% | $2,670-68.1% |
| Participant deferral / active EE | $1,540 | $3,411-54.9% | $5,680-72.9% | $4,125-62.7% |
| Admin fee / account holder | $4,922 | $5,956-17.4% | $13,210-62.7% | $5,651-12.9% |