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 | $90,570 | $37,426+142.0% | $77,482+16.9% | $79,858+13.4% |
| Participation rate | 29.6% | 41.5%-11.9pp | 54.2%-24.6pp | 69.6%-40.0pp |
| Annual return | 3.51% | 39.70%-36.2pp | 54.79%-51.3pp | 31.71%-28.2pp |
| Employer contribution / active EE | $543 | $637-14.7% | $986-45.0% | $2,471-78.0% |
| Participant deferral / active EE | $1,221 | $1,260-3.1% | $1,861-34.4% | $3,740-67.3% |
| Admin fee / account holder | $3,538 | $2,504+41.3% | $2,858+23.8% | $5,306-33.3% |