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 | $87,249 | $49,227+77.2% | $70,449+23.8% | $79,858+9.3% |
| Participation rate | 34.6% | 69.2%-34.6pp | 75.1%-40.4pp | 69.6%-35.0pp |
| Annual return | 4.44% | 30.06%-25.6pp | 109.03%-104.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $957 | $2,099-54.4% | $2,737-65.0% | $2,471-61.3% |
| Participant deferral / active EE | $2,688 | $2,768-2.9% | $3,709-27.5% | $3,740-28.1% |
| Admin fee / account holder | $10,978 | $2,878+281.4% | $3,845+185.5% | $5,306+106.9% |