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 | $43,032 | $79,557-45.9% | $118,746-63.8% | $70,131-38.6% |
| Participation rate | 63.0% | 71.4%-8.4pp | 78.3%-15.3pp | 69.5%-6.6pp |
| Annual return | 5.02% | 25.64%-20.6pp | 24.54%-19.5pp | 73.14%-68.1pp |
| Employer contribution / active EE | $645 | $2,861-77.5% | $4,193-84.6% | $2,342-72.5% |
| Participant deferral / active EE | $1,588 | $4,089-61.2% | $5,332-70.2% | $3,332-52.3% |
| Admin fee / account holder | $1,006 | $5,374-81.3% | $10,720-90.6% | $4,645-78.4% |