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 | $70,144 | $78,926-11.1% | $136,749-48.7% | $84,808-17.3% |
| Participation rate | 21.7% | 62.2%-40.4pp | 72.1%-50.4pp | 68.3%-46.6pp |
| Annual return | 8.52% | 18.17%-9.7pp | 24.33%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $957 | $2,134-55.2% | $3,400-71.9% | $2,631-63.6% |
| Participant deferral / active EE | $1,641 | $3,168-48.2% | $4,692-65.0% | $4,212-61.0% |
| Admin fee / account holder | $63,224 | $6,369+892.7% | $11,386+455.3% | $7,344+760.9% |