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 | $41,579 | $54,705-24.0% | $71,209-41.6% | $84,808-51.0% |
| Participation rate | 51.2% | 64.1%-12.9pp | 73.8%-22.6pp | 68.3%-17.1pp |
| Annual return | 11.97% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $714 | $2,158-66.9% | $2,721-73.7% | $2,631-72.8% |
| Participant deferral / active EE | $2,963 | $3,030-2.2% | $4,175-29.0% | $4,212-29.6% |
| Admin fee / account holder | $1,245 | $4,863-74.4% | $5,349-76.7% | $7,344-83.0% |