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 | $79,785 | $56,054+42.3% | $171,082-53.4% | $62,891+26.9% |
| Participation rate | 31.0% | 62.9%-31.9pp | 76.7%-45.7pp | 69.3%-38.4pp |
| Annual return | 2.57% | 22.52%-19.9pp | 32.56%-30.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $725 | $1,731-58.1% | $4,002-81.9% | $2,281-68.2% |
| Participant deferral / active EE | $2,027 | $3,158-35.8% | $4,797-57.8% | $3,203-36.7% |
| Admin fee / account holder | $451 | $3,647-87.6% | $8,520-94.7% | $4,296-89.5% |