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 | $38,822 | $163,101-76.2% | $136,749-71.6% | $142,382-72.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 6.61% | 27.54%-20.9pp | 24.33%-17.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,368 | $4,117-42.5% | $3,400-30.3% | $4,299-44.9% |
| Participant deferral / active EE | $6,060 | $5,585+8.5% | $4,692+29.2% | $6,507-6.9% |
| Admin fee / account holder | $25,395 | $14,318+77.4% | $11,386+123.0% | $12,624+101.2% |