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 | $93,981 | $54,762+71.6% | $90,281+4.1% | $72,985+28.8% |
| Participation rate | 56.3% | 65.1%-8.9pp | 73.3%-17.0pp | 69.5%-13.2pp |
| Annual return | 16.35% | 30.63%-14.3pp | 78.10%-61.7pp | 81.00%-64.7pp |
| Employer contribution / active EE | $2,558 | $2,092+22.3% | $2,854-10.4% | $2,440+4.9% |
| Participant deferral / active EE | $5,773 | $2,887+100.0% | $3,885+48.6% | $3,607+60.0% |
| Admin fee / account holder | $4,105 | $3,972+3.4% | $5,351-23.3% | $5,124-19.9% |