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 | $58,884 | $106,515-44.7% | $96,683-39.1% | $139,434-57.8% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 7.77% | 38.43%-30.7pp | 35.69%-27.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,857 | $4,103-54.7% | $3,737-50.3% | $4,751-60.9% |
| Participant deferral / active EE | $3,157 | $5,454-42.1% | $4,878-35.3% | $6,710-53.0% |
| Admin fee / account holder | $114,182 | $7,877+1349.6% | $6,730+1596.7% | $11,403+901.4% |