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 | $51,062 | $54,705-6.7% | $71,209-28.3% | $84,808-39.8% |
| Participation rate | 39.6% | 64.1%-24.5pp | 73.8%-34.2pp | 68.3%-28.7pp |
| Annual return | 8.20% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $369 | $2,158-82.9% | $2,721-86.4% | $2,631-86.0% |
| Participant deferral / active EE | $1,155 | $3,030-61.9% | $4,175-72.3% | $4,212-72.6% |
| Admin fee / account holder | $680 | $4,863-86.0% | $5,349-87.3% | $7,344-90.7% |