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 | $62,100 | $76,407-18.7% | $150,298-58.7% | $82,448-24.7% |
| Participation rate | 51.1% | 66.4%-15.3pp | 77.8%-26.6pp | 68.1%-17.0pp |
| Annual return | 11.47% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $402 | $2,614-84.6% | $4,154-90.3% | $2,551-84.2% |
| Participant deferral / active EE | $1,662 | $3,214-48.3% | $5,453-69.5% | $4,139-59.8% |
| Admin fee / account holder | $9,465 | $6,352+49.0% | $14,116-32.9% | $7,234+30.8% |