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 | $54,784 | $87,013-37.0% | $106,213-48.4% | $80,856-32.2% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.3%-12.8pp | 67.6%-5.1pp |
| Annual return | 9.97% | 17.05%-7.1pp | 116.14%-106.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $980 | $2,395-59.1% | $3,171-69.1% | $2,755-64.4% |
| Participant deferral / active EE | $3,391 | $3,986-14.9% | $5,016-32.4% | $4,296-21.1% |
| Admin fee / account holder | $4,608 | $8,431-45.3% | $11,033-58.2% | $6,918-33.4% |