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 | $82,704 | $124,425-33.5% | $112,040-26.2% | $137,256-39.7% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 8.86% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,521 | $3,411-55.4% | $2,954-48.5% | $4,156-63.4% |
| Participant deferral / active EE | $2,592 | $5,718-54.7% | $5,098-49.2% | $6,407-59.5% |
| Admin fee / account holder | $23,992 | $15,207+57.8% | $12,098+98.3% | $12,270+95.5% |