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 | $40,481 | $56,053-27.8% | $75,972-46.7% | $80,856-49.9% |
| Participation rate | 44.1% | 62.0%-18.0pp | 69.1%-25.0pp | 67.6%-23.6pp |
| Annual return | 9.75% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,650 | $1,874-12.0% | $2,685-38.6% | $2,755-40.1% |
| Participant deferral / active EE | $2,829 | $3,052-7.3% | $4,255-33.5% | $4,296-34.1% |
| Admin fee / account holder | $3,801 | $5,234-27.4% | $6,467-41.2% | $6,918-45.1% |