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 | $54,010 | $52,279+3.3% | $89,391-39.6% | $79,858-32.4% |
| Participation rate | 44.7% | 57.5%-12.8pp | 68.0%-23.2pp | 69.6%-24.9pp |
| Annual return | 7.58% | 22.16%-14.6pp | 245.62%-238.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $830 | $1,572-47.2% | $2,586-67.9% | $2,471-66.4% |
| Participant deferral / active EE | $6,642 | $2,740+142.4% | $3,890+70.8% | $3,740+77.6% |
| Admin fee / account holder | $10,016 | $3,356+198.4% | $4,881+105.2% | $5,306+88.7% |