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 | $53,422 | $59,839-10.7% | $81,983-34.8% | $79,858-33.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 7.57% | 17.56%-10.0pp | 41.31%-33.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,144 | $1,713-33.2% | $2,498-54.2% | $2,471-53.7% |
| Participant deferral / active EE | $2,637 | $2,695-2.2% | $3,722-29.2% | $3,740-29.5% |
| Admin fee / account holder | $9,007 | $4,287+110.1% | $5,664+59.0% | $5,306+69.7% |