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 | $71,412 | $80,968-11.8% | $96,544-26.0% | $75,163-5.0% |
| Participation rate | 66.3% | 71.8%-5.5pp | 76.0%-9.7pp | 67.2%-0.9pp |
| Annual return | 10.95% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,286 | $2,282-43.7% | $2,965-56.6% | $2,670-51.8% |
| Participant deferral / active EE | $3,244 | $3,928-17.4% | $4,851-33.1% | $4,125-21.4% |
| Admin fee / account holder | $4,551 | $6,724-32.3% | $8,252-44.8% | $5,651-19.5% |