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 | $59,837 | $86,286-30.7% | $111,297-46.2% | $85,850-30.3% |
| Participation rate | 61.8% | 73.3%-11.5pp | 77.3%-15.5pp | 69.3%-7.5pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,976 | $2,043-3.3% | $2,731-27.6% | $2,565-23.0% |
| Participant deferral / active EE | $4,391 | $3,641+20.6% | $4,487-2.1% | $3,952+11.1% |
| Admin fee / account holder | $10,525 | $8,188+28.5% | $7,964+32.2% | $6,260+68.1% |