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 6-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 | $84,605 | $63,861+32.5% | $104,607-19.1% | $79,858+5.9% |
| Participation rate | 56.7% | 64.9%-8.3pp | 74.1%-17.4pp | 69.6%-13.0pp |
| Annual return | 7.30% | 21.30%-14.0pp | 340.46%-333.2pp | 31.71%-24.4pp |
| Employer contribution / active EE | $750 | $1,588-52.8% | $2,681-72.0% | $2,471-69.7% |
| Participant deferral / active EE | $2,495 | $2,693-7.4% | $3,740-33.3% | $3,740-33.3% |
| Admin fee / account holder | $3,488 | $4,185-16.7% | $6,473-46.1% | $5,306-34.3% |