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 | $55,321 | $94,625-41.5% | $116,228-52.4% | $84,808-34.8% |
| Participation rate | 59.2% | 70.4%-11.3pp | 74.6%-15.4pp | 68.3%-9.1pp |
| Annual return | 11.56% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,126 | $3,972+3.9% | $4,953-16.7% | $4,212-2.0% |
| Admin fee / account holder | $1,144 | $10,091-88.7% | $11,989-90.5% | $7,344-84.4% |