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 | $66,338 | $78,422-15.4% | $95,952-30.9% | $79,858-16.9% |
| Participation rate | 45.7% | 73.5%-27.8pp | 77.1%-31.4pp | 69.6%-24.0pp |
| Annual return | 8.39% | 19.37%-11.0pp | 91.61%-83.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,344 | $1,945-30.9% | $2,541-47.1% | $2,471-45.6% |
| Participant deferral / active EE | $2,409 | $3,440-30.0% | $4,167-42.2% | $3,740-35.6% |
| Admin fee / account holder | $2,606 | $5,622-53.6% | $6,795-61.6% | $5,306-50.9% |