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 | $55,318 | $58,828-6.0% | $77,999-29.1% | $62,891-12.0% |
| Participation rate | 59.4% | 71.1%-11.7pp | 75.5%-16.1pp | 69.3%-9.9pp |
| Annual return | 4.06% | 17.16%-13.1pp | 425.96%-421.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $622 | $1,672-62.8% | $2,470-74.8% | $2,281-72.7% |
| Participant deferral / active EE | $1,841 | $2,686-31.4% | $3,497-47.3% | $3,203-42.5% |
| Admin fee / account holder | $1,563 | $4,393-64.4% | $5,480-71.5% | $4,296-63.6% |