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 | $38,890 | $65,365-40.5% | $92,893-58.1% | $72,985-46.7% |
| Participation rate | 60.9% | 68.3%-7.4pp | 76.0%-15.1pp | 69.5%-8.6pp |
| Annual return | 2.38% | 42.10%-39.7pp | 109.41%-107.0pp | 81.00%-78.6pp |
| Employer contribution / active EE | $925 | $2,594-64.3% | $3,653-74.7% | $2,440-62.1% |
| Participant deferral / active EE | $1,932 | $3,128-38.2% | $4,236-54.4% | $3,607-46.4% |
| Admin fee / account holder | $3,198 | $4,251-24.8% | $5,794-44.8% | $5,124-37.6% |