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 | $42,577 | $47,848-11.0% | $81,478-47.7% | $70,131-39.3% |
| Participation rate | 24.6% | 58.3%-33.7pp | 68.0%-43.4pp | 69.5%-45.0pp |
| Annual return | 5.51% | 27.25%-21.7pp | 38.78%-33.3pp | 73.14%-67.6pp |
| Employer contribution / active EE | $523 | $1,527-65.8% | $2,568-79.6% | $2,342-77.7% |
| Participant deferral / active EE | $869 | $2,453-64.6% | $3,537-75.4% | $3,332-73.9% |
| Admin fee / account holder | $3,587 | $3,145+14.1% | $4,561-21.4% | $4,645-22.8% |