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 | $76,763 | $67,411+13.9% | $91,001-15.6% | $70,131+9.5% |
| Participation rate | 60.2% | 71.4%-11.1pp | 75.6%-15.4pp | 69.5%-9.3pp |
| Annual return | 7.82% | -40.16%+48.0pp | 4.60%+3.2pp | 73.14%-65.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,324 | $2,823-17.7% | $3,547-34.5% | $3,332-30.2% |
| Admin fee / account holder | $581 | $4,236-86.3% | $5,417-89.3% | $4,645-87.5% |