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 | $38,077 | $80,717-52.8% | $154,803-75.4% | $84,808-55.1% |
| Participation rate | 61.6% | 66.8%-5.2pp | 78.1%-16.4pp | 68.3%-6.7pp |
| Annual return | 12.79% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $661 | $2,761-76.0% | $4,305-84.6% | $2,631-74.9% |
| Participant deferral / active EE | $3,468 | $3,303+5.0% | $5,540-37.4% | $4,212-17.7% |
| Admin fee / account holder | $17,704 | $6,746+162.5% | $14,329+23.6% | $7,344+141.1% |