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 | $32,734 | $67,606-51.6% | $82,313-60.2% | $70,131-53.3% |
| Participation rate | 47.2% | 72.8%-25.5pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $895 | $1,755-49.0% | $2,428-63.1% | $2,342-61.8% |
| Participant deferral / active EE | $2,152 | $2,987-28.0% | $3,706-41.9% | $3,332-35.4% |
| Admin fee / account holder | $1,425 | $4,512-68.4% | $5,608-74.6% | $4,645-69.3% |