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 | $42,245 | $54,705-22.8% | $71,209-40.7% | $84,808-50.2% |
| Participation rate | 51.2% | 64.1%-12.9pp | 73.8%-22.5pp | 68.3%-17.1pp |
| Annual return | 10.78% | 35.90%-25.1pp | 282.51%-271.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,069 | $2,158-50.5% | $2,721-60.7% | $2,631-59.4% |
| Participant deferral / active EE | $1,936 | $3,030-36.1% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $6,464 | $4,863+32.9% | $5,349+20.8% | $7,344-12.0% |