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 | $69,306 | $181,894-61.9% | $156,549-55.7% | $273,961-74.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 2.62% | 30.74%-28.1pp | 32.23%-29.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $6,326 | $6,248+1.2% | $5,501+15.0% | $4,869+29.9% |
| Participant deferral / active EE | $6,521 | $5,550+17.5% | $4,871+33.9% | $5,287+23.3% |
| Admin fee / account holder | $23,280 | $15,559+49.6% | $13,027+78.7% | $10,132+129.8% |