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 | $46,790 | $78,672-40.5% | $109,143-57.1% | $85,850-45.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 10.57% | 25.09%-14.5pp | 25.75%-15.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,017 | $2,735-26.2% | $3,722-45.8% | $2,565-21.3% |
| Participant deferral / active EE | $2,705 | $3,467-22.0% | $4,653-41.9% | $3,952-31.6% |
| Admin fee / account holder | $20,234 | $5,469+270.0% | $6,752+199.7% | $6,260+223.2% |