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 | $37,387 | $73,933-49.4% | $96,683-61.3% | $75,163-50.3% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-9.0pp | 67.2%-1.8pp |
| Annual return | 2.98% | 26.70%-23.7pp | 35.69%-32.7pp | 160.62%-157.6pp |
| Employer contribution / active EE | $2,955 | $2,928+0.9% | $3,737-20.9% | $2,670+10.7% |
| Participant deferral / active EE | $1,616 | $3,659-55.8% | $4,878-66.9% | $4,125-60.8% |
| Admin fee / account holder | $19,946 | $5,216+282.4% | $6,730+196.4% | $5,651+253.0% |