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 | $47,738 | $37,426+27.6% | $77,482-38.4% | $79,858-40.2% |
| Participation rate | 19.5% | 41.5%-22.0pp | 54.2%-34.7pp | 69.6%-50.1pp |
| Annual return | 10.09% | 39.70%-29.6pp | 54.79%-44.7pp | 31.71%-21.6pp |
| Employer contribution / active EE | $482 | $637-24.4% | $986-51.2% | $2,471-80.5% |
| Participant deferral / active EE | $931 | $1,260-26.1% | $1,861-50.0% | $3,740-75.1% |
| Admin fee / account holder | $2,680 | $2,504+7.0% | $2,858-6.2% | $5,306-49.5% |