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 7-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 | $19,493 | $87,166-77.6% | $76,735-74.6% | $137,256-85.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 9.75% | 26.50%-16.7pp | 29.77%-20.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,119 | $2,904-61.5% | $2,454-54.4% | $4,156-73.1% |
| Participant deferral / active EE | $2,783 | $4,726-41.1% | $4,088-31.9% | $6,407-56.6% |
| Admin fee / account holder | $8,642 | $8,403+2.8% | $7,189+20.2% | $12,270-29.6% |