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 | $51,237 | $55,706-8.0% | $75,886-32.5% | $72,985-29.8% |
| Participation rate | 27.7% | 61.1%-33.4pp | 69.3%-41.6pp | 69.5%-41.8pp |
| Annual return | 16.06% | 27.59%-11.5pp | 30.76%-14.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $888 | $1,687-47.3% | $2,500-64.5% | $2,440-63.6% |
| Participant deferral / active EE | $1,477 | $2,634-43.9% | $3,603-59.0% | $3,607-59.1% |
| Admin fee / account holder | $3,384 | $3,978-14.9% | $5,418-37.5% | $5,124-34.0% |