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 | $64,680 | $109,413-40.9% | $156,263-58.6% | $84,808-23.7% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 6.60% | 20.18%-13.6pp | 59.47%-52.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $962 | $2,907-66.9% | $4,333-77.8% | $2,631-63.4% |
| Participant deferral / active EE | $2,716 | $4,590-40.8% | $6,158-55.9% | $4,212-35.5% |
| Admin fee / account holder | $5,284 | $9,357-43.5% | $14,255-62.9% | $7,344-28.0% |