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 5-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 | $33,343 | $54,705-39.0% | $71,209-53.2% | $84,808-60.7% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 13.36% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,267 | $2,158-41.3% | $2,721-53.4% | $2,631-51.8% |
| Participant deferral / active EE | $3,180 | $3,030+4.9% | $4,175-23.8% | $4,212-24.5% |
| Admin fee / account holder | $3,205 | $4,863-34.1% | $5,349-40.1% | $7,344-56.4% |