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 | $67,977 | $80,968-16.0% | $96,544-29.6% | $75,163-9.6% |
| Participation rate | 41.4% | 71.8%-30.4pp | 76.0%-34.6pp | 67.2%-25.8pp |
| Annual return | 9.37% | 27.06%-17.7pp | 25.84%-16.5pp | 160.62%-151.2pp |
| Employer contribution / active EE | $939 | $2,282-58.8% | $2,965-68.3% | $2,670-64.8% |
| Participant deferral / active EE | $2,231 | $3,928-43.2% | $4,851-54.0% | $4,125-45.9% |
| Admin fee / account holder | $28,348 | $6,724+321.6% | $8,252+243.5% | $5,651+401.7% |