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 | $70,958 | $181,894-61.0% | $156,549-54.7% | $273,961-74.1% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 2.20% | 30.74%-28.5pp | 32.23%-30.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,514 | $6,248-75.8% | $5,501-72.5% | $4,869-68.9% |
| Participant deferral / active EE | $2,749 | $5,550-50.5% | $4,871-43.6% | $5,287-48.0% |
| Admin fee / account holder | $1,306 | $15,559-91.6% | $13,027-90.0% | $10,132-87.1% |