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 | $45,156 | $49,227-8.3% | $70,449-35.9% | $79,858-43.5% |
| Participation rate | 54.3% | 69.2%-14.9pp | 75.1%-20.8pp | 69.6%-15.3pp |
| Annual return | 3.92% | 30.06%-26.1pp | 109.03%-105.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $937 | $2,099-55.4% | $2,737-65.8% | $2,471-62.1% |
| Participant deferral / active EE | $1,935 | $2,768-30.1% | $3,709-47.8% | $3,740-48.3% |
| Admin fee / account holder | $3,610 | $2,878+25.4% | $3,845-6.1% | $5,306-32.0% |