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 | $30,778 | $84,233-63.5% | $170,442-81.9% | $70,131-56.1% |
| Participation rate | 47.1% | 70.8%-23.7pp | 83.6%-36.5pp | 69.5%-22.4pp |
| Annual return | 10.20% | 23.06%-12.9pp | 205.93%-195.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,809 | $3,086-41.4% | $4,939-63.4% | $3,332-45.7% |
| Admin fee / account holder | $3,544 | $5,698-37.8% | $13,880-74.5% | $4,645-23.7% |