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 | $44,873 | $64,348-30.3% | $90,160-50.2% | $70,131-36.0% |
| Participation rate | 43.4% | 70.4%-27.0pp | 76.9%-33.5pp | 69.5%-26.1pp |
| Annual return | 14.01% | 28.13%-14.1pp | 34.88%-20.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,802 | $4,389-58.9% | $5,288-65.9% | $3,332-45.9% |
| Admin fee / account holder | $3,294 | $3,944-16.5% | $5,943-44.6% | $4,645-29.1% |