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 | $182,048 | $71,883+153.3% | $86,677+110.0% | $68,494+165.8% |
| Participation rate | 36.7% | 72.2%-35.5pp | 76.6%-39.8pp | 67.9%-31.2pp |
| Annual return | -19.59% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $608 | $2,173-72.0% | $2,836-78.6% | $2,596-76.6% |
| Participant deferral / active EE | $2,428 | $3,779-35.7% | $4,656-47.9% | $4,027-39.7% |
| Admin fee / account holder | $615 | $6,112-89.9% | $7,493-91.8% | $5,403-88.6% |