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 | $33,717 | $54,705-38.4% | $71,209-52.7% | $84,808-60.2% |
| Participation rate | 62.2% | 64.1%-1.8pp | 73.8%-11.5pp | 68.3%-6.1pp |
| Annual return | 8.99% | 35.90%-26.9pp | 282.51%-273.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,867 | $2,158-13.5% | $2,721-31.4% | $2,631-29.0% |
| Participant deferral / active EE | $4,078 | $3,030+34.6% | $4,175-2.3% | $4,212-3.2% |
| Admin fee / account holder | $4,136 | $4,863-15.0% | $5,349-22.7% | $7,344-43.7% |