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 | $69,696 | $73,933-5.7% | $96,683-27.9% | $75,163-7.3% |
| Participation rate | 61.0% | 66.4%-5.4pp | 74.3%-13.3pp | 67.2%-6.2pp |
| Annual return | 3.27% | 26.70%-23.4pp | 35.69%-32.4pp | 160.62%-157.3pp |
| Employer contribution / active EE | $1,521 | $2,928-48.0% | $3,737-59.3% | $2,670-43.0% |
| Participant deferral / active EE | $2,570 | $3,659-29.8% | $4,878-47.3% | $4,125-37.7% |
| Admin fee / account holder | $9,692 | $5,216+85.8% | $6,730+44.0% | $5,651+71.5% |