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 | $41,898 | $56,317-25.6% | $71,209-41.2% | $74,304-43.6% |
| Participation rate | 48.8% | 55.1%-6.3pp | 73.8%-25.0pp | 60.3%-11.5pp |
| Annual return | 11.49% | 42.83%-31.3pp | 282.51%-271.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,177 | $2,160-45.5% | $2,721-56.7% | $2,241-47.5% |
| Participant deferral / active EE | $1,529 | $2,788-45.1% | $4,175-63.4% | $3,767-59.4% |
| Admin fee / account holder | $14,702 | $2,290+542.1% | $5,349+174.9% | $2,969+395.2% |