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 | $52,520 | $87,870-40.2% | $113,168-53.6% | $74,304-29.3% |
| Participation rate | 69.1% | 70.7%-1.7pp | 76.6%-7.5pp | 60.3%+8.7pp |
| Annual return | 9.79% | 26.44%-16.7pp | 24.27%-14.5pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,492 | $2,277-34.5% | $2,975-49.9% | $2,241-33.4% |
| Participant deferral / active EE | $3,611 | $4,241-14.9% | $5,107-29.3% | $3,767-4.2% |
| Admin fee / account holder | $14,741 | $3,368+337.7% | $12,068+22.1% | $2,969+396.5% |