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 | $52,735 | $71,050-25.8% | $93,606-43.7% | $80,856-34.8% |
| Participation rate | 38.3% | 60.4%-22.1pp | 68.7%-30.4pp | 67.6%-29.3pp |
| Annual return | 4.12% | 11.26%-7.1pp | 133.20%-129.1pp | 35.59%-31.5pp |
| Employer contribution / active EE | $1,342 | $1,564-14.2% | $2,420-44.5% | $2,755-51.3% |
| Participant deferral / active EE | $1,458 | $4,034-63.8% | $4,411-66.9% | $4,296-66.0% |
| Admin fee / account holder | $6,379 | $6,945-8.1% | $8,285-23.0% | $6,918-7.8% |