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 | $77,008 | $91,552-15.9% | $133,956-42.5% | $79,858-3.6% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 6.91% | 61.85%-54.9pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,133 | $2,384-52.5% | $3,919-71.1% | $2,471-54.2% |
| Participant deferral / active EE | $2,766 | $3,733-25.9% | $5,048-45.2% | $3,740-26.0% |
| Admin fee / account holder | $3,836 | $6,321-39.3% | $8,927-57.0% | $5,306-27.7% |