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 | $47,598 | $54,705-13.0% | $71,209-33.2% | $84,808-43.9% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.8%-18.6pp | 68.3%-13.1pp |
| Annual return | 12.25% | 35.90%-23.6pp | 282.51%-270.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $714 | $2,158-66.9% | $2,721-73.7% | $2,631-72.8% |
| Participant deferral / active EE | $1,029 | $3,030-66.1% | $4,175-75.4% | $4,212-75.6% |
| Admin fee / account holder | $1,853 | $4,863-61.9% | $5,349-65.4% | $7,344-74.8% |