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 | $52,898 | $56,060-5.6% | $76,002-30.4% | $80,874-34.6% |
| Participation rate | 38.9% | 62.0%-23.1pp | 69.1%-30.2pp | 67.6%-28.8pp |
| Annual return | 10.15% | 20.54%-10.4pp | 360.07%-349.9pp | 35.62%-25.5pp |
| Employer contribution / active EE | $841 | $1,873-55.1% | $2,688-68.7% | $2,756-69.5% |
| Participant deferral / active EE | $2,318 | $3,051-24.0% | $4,257-45.5% | $4,297-46.1% |
| Admin fee / account holder | $610 | $5,237-88.4% | $6,414-90.5% | $6,935-91.2% |