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 | $65,290 | $91,190-28.4% | $178,490-63.4% | $79,858-18.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 10.00% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,248 | $3,256-31.0% | $5,011-55.1% | $2,471-9.0% |
| Participant deferral / active EE | $2,689 | $3,236-16.9% | $5,202-48.3% | $3,740-28.1% |
| Admin fee / account holder | $1,318 | $6,751-80.5% | $13,984-90.6% | $5,306-75.2% |