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 | $54,851 | $72,012-23.8% | $185,823-70.5% | $79,858-31.3% |
| Participation rate | 63.8% | 65.8%-1.9pp | 78.0%-14.2pp | 69.6%-5.8pp |
| Annual return | 11.08% | 23.12%-12.0pp | 35.95%-24.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $559 | $1,965-71.5% | $4,087-86.3% | $2,471-77.4% |
| Participant deferral / active EE | $2,347 | $3,779-37.9% | $5,632-58.3% | $3,740-37.3% |
| Admin fee / account holder | $2,897 | $4,513-35.8% | $9,500-69.5% | $5,306-45.4% |