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 | $41,438 | $58,828-29.6% | $77,999-46.9% | $62,891-34.1% |
| Participation rate | 54.2% | 71.1%-16.9pp | 75.5%-21.4pp | 69.3%-15.1pp |
| Annual return | 3.95% | 17.16%-13.2pp | 425.96%-422.0pp | 20.14%-16.2pp |
| Employer contribution / active EE | $748 | $1,672-55.3% | $2,470-69.7% | $2,281-67.2% |
| Participant deferral / active EE | $1,608 | $2,686-40.1% | $3,497-54.0% | $3,203-49.8% |
| Admin fee / account holder | $2,995 | $4,393-31.8% | $5,480-45.3% | $4,296-30.3% |