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 | $55,390 | $77,314-28.4% | $177,989-68.9% | $80,856-31.5% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 9.76% | 18.09%-8.3pp | 294.48%-284.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,856 | $2,292+24.6% | $3,949-27.7% | $2,755+3.7% |
| Participant deferral / active EE | $3,496 | $4,411-20.7% | $6,276-44.3% | $4,296-18.6% |
| Admin fee / account holder | $7,473 | $7,191+3.9% | $10,363-27.9% | $6,918+8.0% |