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 | $40,806 | $46,869-12.9% | $122,332-66.6% | $70,131-41.8% |
| Participation rate | 51.0% | 58.2%-7.2pp | 71.6%-20.7pp | 69.5%-18.6pp |
| Annual return | 12.20% | 24.22%-12.0pp | 30.27%-18.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $938 | $1,288-27.2% | $4,050-76.8% | $2,342-60.0% |
| Participant deferral / active EE | $1,431 | $2,166-33.9% | $3,287-56.5% | $3,332-57.0% |
| Admin fee / account holder | $3,218 | $3,322-3.1% | $5,478-41.3% | $4,645-30.7% |