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 | $63,862 | $80,968-21.1% | $96,544-33.9% | $75,163-15.0% |
| Participation rate | 61.0% | 71.8%-10.8pp | 76.0%-15.0pp | 67.2%-6.2pp |
| Annual return | 9.53% | 27.06%-17.5pp | 25.84%-16.3pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,381 | $2,282-39.5% | $2,965-53.4% | $2,670-48.3% |
| Participant deferral / active EE | $3,423 | $3,928-12.9% | $4,851-29.4% | $4,125-17.0% |
| Admin fee / account holder | $20,394 | $6,724+203.3% | $8,252+147.1% | $5,651+260.9% |