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 | $73,158 | $114,381-36.0% | $107,525-32.0% | $142,382-48.6% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.1%-17.2pp | 80.1%-22.2pp |
| Annual return | 4.49% | 242.71%-238.2pp | 181.32%-176.8pp | 217.08%-212.6pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,274 | $5,564-5.2% | $5,116+3.1% | $6,507-19.0% |
| Admin fee / account holder | $112,207 | $9,860+1038.0% | $8,919+1158.1% | $12,624+788.9% |