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 | $61,102 | $80,717-24.3% | $154,803-60.5% | $84,808-28.0% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 10.14% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $697 | $2,761-74.8% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $2,314 | $3,303-29.9% | $5,540-58.2% | $4,212-45.1% |
| Admin fee / account holder | $16,059 | $6,746+138.1% | $14,329+12.1% | $7,344+118.7% |