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 | $58,177 | $101,724-42.8% | $164,813-64.7% | $80,856-28.0% |
| Participation rate | 62.7% | 71.8%-9.1pp | 78.6%-15.9pp | 67.6%-4.9pp |
| Annual return | 9.60% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,139 | $2,953-27.6% | $4,341-50.7% | $2,755-22.3% |
| Participant deferral / active EE | $4,377 | $4,477-2.2% | $6,031-27.4% | $4,296+1.9% |
| Admin fee / account holder | $30,162 | $8,227+266.6% | $12,690+137.7% | $6,918+336.0% |