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 | $54,039 | $65,365-17.3% | $92,893-41.8% | $72,985-26.0% |
| Participation rate | 46.3% | 68.3%-22.1pp | 76.0%-29.8pp | 69.5%-23.2pp |
| Annual return | 14.21% | 42.10%-27.9pp | 109.41%-95.2pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,002 | $2,594-61.4% | $3,653-72.6% | $2,440-58.9% |
| Participant deferral / active EE | $1,390 | $3,128-55.6% | $4,236-67.2% | $3,607-61.5% |
| Admin fee / account holder | $4,260 | $4,251+0.2% | $5,794-26.5% | $5,124-16.9% |