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 | $43,757 | $77,503-43.5% | $100,391-56.4% | $80,856-45.9% |
| Participation rate | 34.0% | 76.9%-42.9pp | 81.5%-47.4pp | 67.6%-33.6pp |
| Annual return | 9.54% | 37.20%-27.7pp | 49.20%-39.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,642 | $2,801-41.4% | $3,942-58.4% | $2,755-40.4% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,178 | $5,897+21.7% | $7,899-9.1% | $6,918+3.8% |