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 | $54,872 | $63,346-13.4% | $92,233-40.5% | $70,131-21.8% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 8.82% | 530.12%-521.3pp | 176.28%-167.5pp | 73.14%-64.3pp |
| Employer contribution / active EE | $800 | $2,471-67.6% | $3,679-78.3% | $2,342-65.8% |
| Participant deferral / active EE | $4,387 | $2,854+53.7% | $3,897+12.6% | $3,332+31.7% |
| Admin fee / account holder | $5,707 | $3,840+48.6% | $5,194+9.9% | $4,645+22.8% |