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 | $47,335 | $85,766-44.8% | $136,294-65.3% | $70,131-32.5% |
| Participation rate | 66.0% | 74.2%-8.1pp | 81.9%-15.9pp | 69.5%-3.5pp |
| Annual return | 12.42% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $3,395 | $2,966+14.5% | $4,695-27.7% | $2,342+44.9% |
| Participant deferral / active EE | $4,265 | $5,051-15.6% | $6,247-31.7% | $3,332+28.0% |
| Admin fee / account holder | $5,485 | $5,420+1.2% | $9,243-40.7% | $4,645+18.1% |