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 | $65,641 | $80,717-18.7% | $154,803-57.6% | $84,808-22.6% |
| Participation rate | 53.3% | 66.8%-13.5pp | 78.1%-24.7pp | 68.3%-15.0pp |
| Annual return | 10.11% | 37.96%-27.8pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,001 | $2,761-63.7% | $4,305-76.7% | $2,631-61.9% |
| Participant deferral / active EE | $1,574 | $3,303-52.4% | $5,540-71.6% | $4,212-62.6% |
| Admin fee / account holder | $13,244 | $6,746+96.3% | $14,329-7.6% | $7,344+80.3% |