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 | $47,528 | $177,572-73.2% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 6.11% | 65.07%-59.0pp | 58.88%-52.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,340 | $4,810-72.1% | $4,305-68.9% | $4,299-68.8% |
| Participant deferral / active EE | $7,160 | $6,272+14.2% | $5,540+29.2% | $6,507+10.0% |
| Admin fee / account holder | $340,396 | $16,786+1927.9% | $14,329+2275.6% | $12,624+2596.5% |