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 | $51,198 | $68,719-25.5% | $91,541-44.1% | $84,808-39.6% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 8.03% | 19.12%-11.1pp | 20.50%-12.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,643 | $3,136-47.6% | $4,008-59.0% | $4,212-61.0% |
| Admin fee / account holder | $7,124 | $5,786+23.1% | $6,956+2.4% | $7,344-3.0% |