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 | $52,762 | $86,944-39.3% | $107,525-50.9% | $74,304-29.0% |
| Participation rate | 19.2% | 59.6%-40.4pp | 75.1%-55.9pp | 60.3%-41.2pp |
| Annual return | 11.90% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $976 | $2,757-64.6% | $3,754-74.0% | $2,241-56.5% |
| Participant deferral / active EE | $1,681 | $3,554-52.7% | $5,116-67.1% | $3,767-55.4% |
| Admin fee / account holder | $6,903 | $3,727+85.2% | $8,919-22.6% | $2,969+132.5% |