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 | $39,969 | $54,705-26.9% | $71,209-43.9% | $84,808-52.9% |
| Participation rate | 48.8% | 64.1%-15.2pp | 73.8%-24.9pp | 68.3%-19.5pp |
| Annual return | 11.00% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $613 | $2,158-71.6% | $2,721-77.5% | $2,631-76.7% |
| Participant deferral / active EE | $3,372 | $3,030+11.3% | $4,175-19.2% | $4,212-19.9% |
| Admin fee / account holder | $1,267 | $4,863-73.9% | $5,349-76.3% | $7,344-82.7% |