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 | $46,549 | $45,035+3.4% | $62,995-26.1% | $70,131-33.6% |
| Participation rate | 44.3% | 69.5%-25.2pp | 74.8%-30.5pp | 69.5%-25.3pp |
| Annual return | 10.30% | 18.76%-8.5pp | 87.57%-77.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $869 | $2,051-57.6% | $2,759-68.5% | $2,342-62.9% |
| Participant deferral / active EE | $1,000 | $2,465-59.4% | $3,329-70.0% | $3,332-70.0% |
| Admin fee / account holder | $3,862 | $2,834+36.3% | $3,600+7.3% | $4,645-16.9% |