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 | $122,080 | $179,726-32.1% | $156,263-21.9% | $142,382-14.3% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.9%-14.6pp | 80.1%-15.8pp |
| Annual return | 5.18% | 77.86%-72.7pp | 59.47%-54.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $3,529 | $5,069-30.4% | $4,333-18.6% | $4,299-17.9% |
| Participant deferral / active EE | $8,301 | $6,956+19.3% | $6,158+34.8% | $6,507+27.6% |
| Admin fee / account holder | $287,053 | $17,272+1561.9% | $14,255+1913.7% | $12,624+2173.9% |