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 | $75,676 | $159,602-52.6% | $150,045-49.6% | $142,382-46.9% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.3%-28.2pp | 80.1%-26.0pp |
| Annual return | 12.35% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,254 | $4,961-74.7% | $4,693-73.3% | $4,299-70.8% |
| Participant deferral / active EE | $5,939 | $8,310-28.5% | $7,997-25.7% | $6,507-8.7% |
| Admin fee / account holder | $19,980 | $14,846+34.6% | $13,435+48.7% | $12,624+58.3% |