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 | $63,950 | $85,766-25.4% | $136,294-53.1% | $70,131-8.8% |
| Participation rate | 65.9% | 74.2%-8.3pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 11.56% | 31.45%-19.9pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,677 | $2,966-9.8% | $4,695-43.0% | $2,342+14.3% |
| Participant deferral / active EE | $5,575 | $5,051+10.4% | $6,247-10.8% | $3,332+67.3% |
| Admin fee / account holder | $15,173 | $5,420+179.9% | $9,243+64.2% | $4,645+226.6% |