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 | $68,652 | $80,717-14.9% | $154,803-55.7% | $84,808-19.0% |
| Participation rate | 63.8% | 66.8%-3.0pp | 78.1%-14.3pp | 68.3%-4.5pp |
| Annual return | 9.25% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $399 | $2,761-85.6% | $4,305-90.7% | $2,631-84.8% |
| Participant deferral / active EE | $2,763 | $3,303-16.3% | $5,540-50.1% | $4,212-34.4% |
| Admin fee / account holder | $26,979 | $6,746+299.9% | $14,329+88.3% | $7,344+267.4% |