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 | $45,857 | $80,717-43.2% | $154,803-70.4% | $84,808-45.9% |
| Participation rate | 60.7% | 66.8%-6.1pp | 78.1%-17.4pp | 68.3%-7.6pp |
| Annual return | 10.04% | 37.96%-27.9pp | 58.88%-48.8pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,901 | $2,761-31.2% | $4,305-55.8% | $2,631-27.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $350 | $6,746-94.8% | $14,329-97.6% | $7,344-95.2% |