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 | $42,029 | $53,127-20.9% | $86,590-51.5% | $70,131-40.1% |
| Participation rate | 34.1% | 65.3%-31.2pp | 73.5%-39.4pp | 69.5%-35.4pp |
| Annual return | 11.84% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,141 | $2,068-44.8% | $2,839-59.8% | $2,342-51.3% |
| Participant deferral / active EE | $3,067 | $2,696+13.8% | $3,609-15.0% | $3,332-7.9% |
| Admin fee / account holder | $19,946 | $3,585+456.3% | $4,906+306.6% | $4,645+329.4% |