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 | $66,530 | $198,466-66.5% | $170,442-61.0% | $147,584-54.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 1.26% | 257.29%-256.0pp | 205.93%-204.7pp | 578.55%-577.3pp |
| Employer contribution / active EE | $2,343 | $6,184-62.1% | $5,433-56.9% | $4,876-52.0% |
| Participant deferral / active EE | $8,460 | $5,629+50.3% | $4,939+71.3% | $5,439+55.6% |
| Admin fee / account holder | $735 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |