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 6-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 | $95,405 | $62,586+52.4% | $76,768+24.3% | $64,186+48.6% |
| Participation rate | 68.4% | 72.8%-4.4pp | 77.0%-8.5pp | 69.6%-1.1pp |
| Annual return | -7.87% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $741 | $1,832-59.5% | $2,485-70.2% | $2,381-68.9% |
| Participant deferral / active EE | $3,622 | $3,145+15.2% | $3,852-6.0% | $3,470+4.4% |
| Admin fee / account holder | $5,105 | $4,667+9.4% | $6,675-23.5% | $4,888+4.4% |