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 | $57,491 | $127,065-54.8% | $113,168-49.2% | $142,382-59.6% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 6.34% | 24.03%-17.7pp | 24.27%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,942 | $3,442-43.6% | $2,975-34.7% | $4,299-54.8% |
| Participant deferral / active EE | $12,958 | $5,716+126.7% | $5,107+153.7% | $6,507+99.1% |
| Admin fee / account holder | $32,904 | $15,736+109.1% | $12,068+172.7% | $12,624+160.7% |