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 | $64,415 | $58,726+9.7% | $92,233-30.2% | $62,292+3.4% |
| Participation rate | 33.0% | 68.3%-35.3pp | 76.5%-43.5pp | 69.5%-36.5pp |
| Annual return | 8.41% | 43.62%-35.2pp | 176.28%-167.9pp | 28.90%-20.5pp |
| Employer contribution / active EE | $1,460 | $2,392-38.9% | $3,679-60.3% | $2,042-28.5% |
| Participant deferral / active EE | $2,468 | $2,766-10.8% | $3,897-36.7% | $3,169-22.1% |
| Admin fee / account holder | $493 | $556-11.4% | $5,194-90.5% | $479+2.9% |