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 | $70,529 | $78,672-10.4% | $109,143-35.4% | $85,850-17.8% |
| Participation rate | 56.8% | 68.3%-11.5pp | 75.9%-19.1pp | 69.3%-12.6pp |
| Annual return | 10.03% | 25.09%-15.1pp | 25.75%-15.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,003 | $2,735-63.3% | $3,722-73.1% | $2,565-60.9% |
| Participant deferral / active EE | $2,850 | $3,467-17.8% | $4,653-38.8% | $3,952-27.9% |
| Admin fee / account holder | $14,101 | $5,469+157.8% | $6,752+108.8% | $6,260+125.3% |