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 | $82,025 | $95,803-14.4% | $113,168-27.5% | $84,808-3.3% |
| Participation rate | 53.3% | 72.9%-19.5pp | 76.6%-23.2pp | 68.3%-15.0pp |
| Annual return | 7.24% | 25.00%-17.8pp | 24.27%-17.0pp | 40.90%-33.7pp |
| Employer contribution / active EE | $903 | $2,360-61.7% | $2,975-69.6% | $2,631-65.7% |
| Participant deferral / active EE | $3,382 | $4,242-20.3% | $5,107-33.8% | $4,212-19.7% |
| Admin fee / account holder | $70,605 | $8,989+685.5% | $12,068+485.1% | $7,344+861.4% |