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 | $68,626 | $81,460-15.8% | $103,333-33.6% | $80,856-15.1% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 3.03% | 25.55%-22.5pp | 24.88%-21.9pp | 35.59%-32.6pp |
| Employer contribution / active EE | $1,463 | $3,105-52.9% | $3,868-62.2% | $2,755-46.9% |
| Participant deferral / active EE | $2,459 | $3,869-36.4% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $14,067 | $6,566+114.2% | $8,355+68.4% | $6,918+103.3% |