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 | $54,576 | $81,208-32.8% | $98,907-44.8% | $79,858-31.7% |
| Participation rate | 61.0% | 72.5%-11.5pp | 76.0%-15.0pp | 69.6%-8.7pp |
| Annual return | 9.19% | 60.99%-51.8pp | 196.43%-187.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $594 | $1,960-69.7% | $2,689-77.9% | $2,471-76.0% |
| Participant deferral / active EE | $2,306 | $3,265-29.4% | $4,244-45.7% | $3,740-38.3% |
| Admin fee / account holder | $4,294 | $6,013-28.6% | $6,642-35.4% | $5,306-19.1% |