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 | $69,115 | $85,766-19.4% | $136,294-49.3% | $70,131-1.4% |
| Participation rate | 60.4% | 74.2%-13.7pp | 81.9%-21.5pp | 69.5%-9.1pp |
| Annual return | 13.61% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,112 | $2,966-62.5% | $4,695-76.3% | $2,342-52.5% |
| Participant deferral / active EE | $4,734 | $5,051-6.3% | $6,247-24.2% | $3,332+42.1% |
| Admin fee / account holder | $790 | $5,420-85.4% | $9,243-91.5% | $4,645-83.0% |