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 | $92,503 | $60,892+51.9% | $82,389+12.3% | $84,808+9.1% |
| Participation rate | 50.5% | 63.3%-12.7pp | 69.5%-19.0pp | 68.3%-17.8pp |
| Annual return | 10.70% | 37.29%-26.6pp | 28.67%-18.0pp | 40.90%-30.2pp |
| Employer contribution / active EE | $981 | $1,779-44.8% | $2,517-61.0% | $2,631-62.7% |
| Participant deferral / active EE | $2,260 | $3,179-28.9% | $4,155-45.6% | $4,212-46.3% |
| Admin fee / account holder | $1,787 | $5,467-67.3% | $7,231-75.3% | $7,344-75.7% |