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 | $91,982 | $54,541+68.6% | $78,778+16.8% | $70,131+31.2% |
| Participation rate | 34.2% | 60.8%-26.6pp | 69.2%-35.0pp | 69.5%-35.3pp |
| Annual return | 10.40% | 21.07%-10.7pp | 35.62%-25.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $731 | $1,089-32.8% | $1,986-63.2% | $2,342-68.8% |
| Participant deferral / active EE | $1,545 | $2,210-30.1% | $2,958-47.8% | $3,332-53.6% |
| Admin fee / account holder | $3,417 | $3,709-7.9% | $5,134-33.4% | $4,645-26.4% |